VBFG
Vishria Bird Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-87,269
| Closed | -$4.71M | – | 46 |
|
|
2020
Q1 | $4.71M | Buy |
87,269
+3,251
| +4% | +$176K | 4.94% | 9 |
|
|
2019
Q4 | $5.51M | Buy |
84,018
+5,493
| +7% | +$360K | 5.35% | 8 |
|
|
2019
Q3 | $5.03M | Buy |
78,525
+5,411
| +7% | +$347K | 5.76% | 6 |
|
|
2019
Q2 | $4.51M | Buy |
73,114
+2,880
| +4% | +$178K | 4.51% | 10 |
|
|
2019
Q1 | $4.13M | Buy |
+70,234
| New | +$4.13M | 4.18% | 11 |
|