VFP
Verus Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.11M | Buy |
10,734
+1
| +0% | +$196 | 0.21% | 28 |
|
2025
Q1 | $1.91M | Buy |
10,733
+1
| +0% | +$178 | 0.22% | 26 |
|
2024
Q4 | $1.97M | Buy |
10,732
+1
| +0% | +$184 | 0.22% | 25 |
|
2024
Q3 | $2.03M | Buy |
10,731
+2
| +0% | +$378 | 0.22% | 26 |
|
2024
Q2 | $1.87M | Buy |
10,729
+1
| +0% | +$174 | 0.22% | 27 |
|
2024
Q1 | $1.92M | Buy |
10,728
+1
| +0% | +$179 | 0.23% | 27 |
|
2023
Q4 | $1.78M | Buy |
10,727
+2
| +0% | +$332 | 0.22% | 26 |
|
2023
Q3 | $1.61M | Buy |
10,725
+1
| +0% | +$150 | 0.21% | 27 |
|
2023
Q2 | $1.75M | Sell |
10,724
-135
| -1% | -$22K | 0.22% | 29 |
|
2023
Q1 | $1.62M | Buy |
10,859
+12
| +0.1% | +$1.79K | 0.22% | 30 |
|
2022
Q4 | $1.73M | Sell |
10,847
-144
| -1% | -$23K | 0.24% | 28 |
|
2022
Q3 | $1.57M | Buy |
10,991
+15
| +0.1% | +$2.14K | 0.24% | 22 |
|
2022
Q2 | $1.65M | Sell |
10,976
-131
| -1% | -$19.7K | 0.24% | 23 |
|
2022
Q1 | $1.83M | Buy |
11,107
+149
| +1% | +$24.6K | 0.26% | 21 |
|
2021
Q4 | $1.84M | Buy |
10,958
+10
| +0.1% | +$1.68K | 0.24% | 23 |
|
2021
Q3 | $1.78M | Sell |
10,948
-153
| -1% | -$24.8K | 0.27% | 22 |
|
2021
Q2 | $1.74M | Sell |
11,101
-399
| -3% | -$62.7K | 0.27% | 23 |
|
2021
Q1 | $1.77M | Buy |
11,500
+286
| +3% | +$44K | 0.28% | 21 |
|
2020
Q4 | $1.53M | Buy |
+11,214
| New | +$1.53M | 0.26% | 21 |
|
2020
Q3 | – | Sell |
-2,789
| Closed | -$314K | – | 190 |
|
2020
Q2 | $314K | Buy |
2,789
+17
| +0.6% | +$1.91K | 0.07% | 55 |
|
2020
Q1 | $275K | Sell |
2,772
-183
| -6% | -$18.2K | 0.08% | 55 |
|
2019
Q4 | $403K | Buy |
2,955
+469
| +19% | +$64K | 0.12% | 46 |
|
2019
Q3 | $319K | Buy |
2,486
+16
| +0.6% | +$2.05K | 0.1% | 46 |
|
2019
Q2 | $314K | Buy |
2,470
+14
| +0.6% | +$1.78K | 0.11% | 42 |
|
2019
Q1 | $303K | Sell |
2,456
-128
| -5% | -$15.8K | 0.11% | 38 |
|
2018
Q4 | $327K | Hold |
2,584
| – | – | 0.12% | 35 |
|
2018
Q3 | $327K | Buy |
2,584
+32
| +1% | +$4.05K | 0.12% | 35 |
|
2018
Q2 | $310K | Sell |
2,552
-214
| -8% | -$26K | 0.12% | 35 |
|
2018
Q1 | $332K | Sell |
2,766
-7,029
| -72% | -$844K | 0.13% | 36 |
|
2017
Q4 | $528K | Buy |
9,795
+7,058
| +258% | +$380K | 0.19% | 24 |
|
2017
Q3 | $324K | Buy |
2,737
+32
| +1% | +$3.79K | 0.13% | 35 |
|
2017
Q2 | $315K | Sell |
2,705
-164
| -6% | -$19.1K | 0.13% | 36 |
|
2017
Q1 | $330K | Buy |
+2,869
| New | +$330K | 0.14% | 34 |
|