Taylor & Morgan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $326K | Buy |
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|
2025
Q2 | $294K | Buy |
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|
2025
Q1 | $275K | Buy |
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|
2024
Q4 | $271K | Buy |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $278K | Hold |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $532K | Buy |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q2 | $507K | Buy |
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|
2022
Q1 | $581K | Buy |
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|
2021
Q4 | $607K | Buy |
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