VCM
Vision Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
2,908
| – | – | 0.04% | 125 |
|
|
2025
Q1 | $272K | Hold |
2,908
| – | – | 0.04% | 119 |
|
|
2024
Q4 | $258K | Hold |
2,908
| – | – | 0.04% | 119 |
|
|
2024
Q3 | $266K | Hold |
2,908
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $244K | Hold |
2,908
| – | – | 0.04% | 114 |
|
|
2024
Q1 | $243K | Hold |
2,908
| – | – | 0.04% | 112 |
|
|
2023
Q4 | $227K | Buy |
+2,908
| New | +$227K | 0.04% | 112 |
|
|
2023
Q3 | – | Sell |
-2,908
| Closed | -$216K | – | 100 |
|
|
2023
Q2 | $216K | Buy |
+2,908
| New | +$216K | 0.04% | 101 |
|