Viridian RIA’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,700
| Closed | -$296K | – | 76 |
|
|
2021
Q4 | $296K | Buy |
+2,700
| New | +$296K | 0.06% | 80 |
|
|
2021
Q3 | – | Hold |
0
| – | -$1.48M | – | 73 |
|
|
2021
Q2 | – | Hold |
0
| – | -$1.45M | – | 43 |
|
|
2021
Q1 | – | Sell |
-2,500
| Closed | -$217K | – | 42 |
|
|
2020
Q4 | $217K | Buy |
+2,500
| New | +$217K | 0.06% | 63 |
|