Oxford Financial Group’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 | $8.5K | Hold |
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|
2025
Q2 | $7.7K | Hold |
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|
2025
Q1 | $7.25K | Hold |
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|
2024
Q4 | $7.18K | Hold |
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|
2024
Q3 | $7.42K | Hold |
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|
2024
Q2 | $7.04K | Hold |
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|
2024
Q1 | $7.37K | Hold |
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|
2023
Q4 | $6.88K | Sell |
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|
2023
Q3 | $8.53K | Buy |
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|
2023
Q2 | $6.38K | Hold |
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|
2023
Q1 | $6.3K | Sell |
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|
2022
Q4 | $29K | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.87M | Sell |
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|
2022
Q1 | $2.28M | Sell |
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|
2021
Q4 | $2.95M | Buy |
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|
2021
Q3 | $2.53M | Sell |
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|
2021
Q2 | $2.78M | Sell |
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|
2021
Q1 | $2.92M | Buy |
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