V Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $2.93M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $971K | Buy |
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|
2020
Q4 | $509K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.67M | Sell |
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|
2020
Q1 | $4.38M | Sell |
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|
2019
Q4 | $6.73M | Hold |
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|
2019
Q3 | $6.73M | Buy |
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|
2019
Q2 | $6.07M | Buy |
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|
2019
Q1 | $5.61M | Buy |
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|
2018
Q4 | $4.82M | Buy |
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|
2018
Q3 | $518K | Hold |
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|
2018
Q2 | $494K | Sell |
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|
2018
Q1 | $477K | Sell |
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|
2017
Q4 | $565K | Buy |
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|
2017
Q3 | $434K | Buy |
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|
2017
Q2 | $406K | Buy |
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|
2017
Q1 | $370K | Sell |
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|
2016
Q4 | $1.15M | Sell |
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|
2016
Q3 | $1.33M | Buy |
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|
2016
Q2 | $1.21M | Sell |
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|
2016
Q1 | $1.57M | Buy |
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