WLPWM
Walled Lake Planning & Wealth 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 | $16.2M | Buy |
172,268
+2,657
| +2% | +$249K | 5.28% | 4 |
|
|
2025
Q1 | $15.9M | Buy |
169,611
+3,460
| +2% | +$324K | 5.64% | 2 |
|
|
2024
Q4 | $14.8M | Buy |
166,151
+5,052
| +3% | +$449K | 5.49% | 2 |
|
|
2024
Q3 | $14.7M | Buy |
161,099
+2,377
| +1% | +$217K | 5.52% | 2 |
|
|
2024
Q2 | $13.3M | Buy |
158,722
+6,077
| +4% | +$510K | 5.44% | 2 |
|
|
2024
Q1 | $12.8M | Buy |
152,645
+8,273
| +6% | +$691K | 5.24% | 2 |
|
|
2023
Q4 | $11.3M | Buy |
144,372
+4,911
| +4% | +$383K | 5.24% | 2 |
|
|
2023
Q3 | $10.1M | Buy |
139,461
+2,896
| +2% | +$210K | 5.06% | 2 |
|
|
2023
Q2 | $10.2M | Buy |
136,565
+2,686
| +2% | +$200K | 4.94% | 3 |
|
|
2023
Q1 | $9.74M | Buy |
133,879
+6,636
| +5% | +$483K | 5.1% | 3 |
|
|
2022
Q4 | $9.17M | Buy |
127,243
+62,357
| +96% | +$4.5M | 6.25% | 2 |
|
|
2022
Q3 | $4.29M | Buy |
+64,886
| New | +$4.29M | 3% | 11 |
|