Vermillion & White Wealth Management Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
37,263
+228
| +0.6% | +$21.4K | 2.27% | 9 |
|
|
2025
Q1 | $3.47M | Buy |
37,035
+20,346
| +122% | +$1.91M | 2.51% | 9 |
|
|
2024
Q4 | $1.48M | Sell |
16,689
-34,406
| -67% | -$3.05M | 1.09% | 21 |
|
|
2024
Q3 | $4.67M | Buy |
51,095
+35,287
| +223% | +$3.22M | 3.45% | 8 |
|
|
2024
Q2 | $1.33M | Sell |
15,808
-51
| -0.3% | -$4.28K | 1% | 22 |
|
|
2024
Q1 | $1.33M | Buy |
15,859
+3,928
| +33% | +$328K | 1.06% | 22 |
|
|
2023
Q4 | $931K | Buy |
+11,931
| New | +$931K | 0.9% | 22 |
|