Physician Wealth 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
Q2 | $946K | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $926K | Buy |
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|
2023
Q4 | $886K | Buy |
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|
2023
Q3 | $793K | Buy |
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|
2023
Q2 | $830K | Buy |
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|
2023
Q1 | $802K | Buy |
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|
2022
Q4 | $801K | Sell |
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|
2022
Q3 | $847K | Buy |
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|
2022
Q2 | $910K | Sell |
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|
2022
Q1 | $3.16M | Sell |
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|
2021
Q4 | $5.55M | Sell |
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|
2021
Q3 | $5.73M | Buy |
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|
2021
Q2 | $5.36M | Buy |
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|
2021
Q1 | $4.73M | Buy |
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|
2020
Q4 | $4.34M | Buy |
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|
2020
Q3 | $2.77M | Buy |
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|
2020
Q2 | $2.64M | Buy |
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|
2020
Q1 | $1.51M | Buy |
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