WealthSource Partners’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.63M | Sell |
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|
2023
Q3 | $2.72M | Sell |
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|
2023
Q2 | $3.76M | Sell |
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|
2023
Q1 | $3.74M | Sell |
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|
2022
Q4 | $6.01M | Sell |
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|
2022
Q3 | $6.07M | Sell |
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|
2022
Q2 | $7.49M | Sell |
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|
2022
Q1 | $18.7M | Sell |
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|
2021
Q4 | $24.9M | Sell |
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|
2021
Q3 | $24.1M | Sell |
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|
2021
Q2 | $27.4M | Buy |
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|
2021
Q1 | $25.1M | Sell |
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|
2020
Q4 | $21.4M | Buy |
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|
2020
Q3 | $17.5M | Buy |
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|
2020
Q2 | $17M | Buy |
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