OneDigital Investment Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.42M | Sell |
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|
2025
Q2 | $4.26M | Sell |
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|
2025
Q1 | $5.29M | Sell |
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|
2024
Q4 | $5.77M | Sell |
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|
2024
Q3 | $6.19M | Sell |
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|
2024
Q2 | $6.09M | Buy |
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|
2024
Q1 | $5.36M | Sell |
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|
2023
Q4 | $7.46M | Buy |
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|
2023
Q3 | $6.2M | Buy |
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|
2023
Q2 | $4.94M | Buy |
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|
2023
Q1 | $4.85M | Sell |
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|
2022
Q4 | $9.87M | Buy |
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|
2022
Q3 | $3.92M | Buy |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $2.76M | Sell |
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|
2021
Q4 | $3.06M | Buy |
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|
2021
Q3 | $2.67M | Buy |
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|
2021
Q2 | $2.49M | Sell |
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|
2021
Q1 | $2.54M | Sell |
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|
2020
Q4 | $2.23M | Sell |
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|
2020
Q3 | $2M | Sell |
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|
2020
Q2 | $2.48M | Sell |
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|
2020
Q1 | $2.92M | Buy |
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|
2019
Q4 | $396K | Hold |
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|
2019
Q3 | $362K | Buy |
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