VisionPoint Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $405K | Buy |
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|
2025
Q2 | $380K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $119K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $57.4K | Hold |
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|
2024
Q1 | $57.2K | Sell |
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|
2023
Q4 | $70.9K | Buy |
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|
2023
Q3 | $9.41K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $850K | Sell |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $1.96M | Sell |
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|
2020
Q2 | $1.94M | Sell |
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|
2020
Q1 | $2.29M | Sell |
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|
2019
Q4 | $2.84M | Sell |
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|
2019
Q3 | $89.2M | Buy |
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|
2019
Q2 | $84.6M | Buy |
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|
2019
Q1 | $68.2M | Buy |
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|
2018
Q4 | $56.8M | Buy |
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