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Tiedemann Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $257K | Sell |
2,808
-107
| -4% | -$9.78K | 0.01% | 233 |
|
|
2023
Q2 | $273K | Hold |
2,915
| – | – | 0.01% | 209 |
|
|
2023
Q1 | $270K | Sell |
2,915
-130
| -4% | -$12K | 0.01% | 208 |
|
|
2022
Q4 | $278K | Hold |
3,045
| – | – | 0.01% | 202 |
|
|
2022
Q3 | $249K | Buy |
+3,045
| New | +$249K | 0.02% | 199 |
|
|
2022
Q2 | – | Sell |
-3,222
| Closed | -$336K | – | 299 |
|
|
2022
Q1 | $336K | Buy |
+3,222
| New | +$336K | 0.02% | 220 |
|