Orgel Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $8.63M | Buy |
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|
2019
Q3 | $7.07M | Buy |
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|
2019
Q2 | $6.7M | Buy |
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|
2019
Q1 | $6.23M | Buy |
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|
2018
Q4 | $5.15M | Buy |
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|
2018
Q3 | $3.75M | Buy |
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|
2018
Q2 | $3.09M | Buy |
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|
2018
Q1 | $2.7M | Buy |
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|
2017
Q4 | $1.99M | Buy |
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|
2017
Q3 | $446K | Buy |
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|
2017
Q2 | $371K | Buy |
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|
2017
Q1 | $321K | Buy |
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