Signature Estate & 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 | $549K | Sell |
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|
2025
Q2 | $576K | Sell |
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2025
Q1 | $619K | Buy |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $664K | Sell |
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|
2024
Q2 | $774K | Buy |
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|
2024
Q1 | $729K | Sell |
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|
2023
Q4 | $778K | Sell |
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|
2023
Q3 | $897K | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $8.15M | Sell |
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|
2022
Q4 | $143M | Buy |
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|
2022
Q3 | $128M | Buy |
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|
2022
Q2 | $136M | Buy |
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|
2022
Q1 | $143M | Buy |
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|
2021
Q4 | $142M | Buy |
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|
2021
Q3 | $126M | Buy |
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|
2021
Q2 | $122M | Buy |
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|
2021
Q1 | $111M | Sell |
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|
2020
Q4 | $94.8M | Sell |
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|
2020
Q3 | $80.8M | Buy |
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