Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.4K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $928K | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $943K | Buy |
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|
2021
Q2 | $640K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $287K | Buy |
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|
2020
Q2 | $259K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $787K | Hold |
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|
2019
Q3 | $718K | Sell |
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|
2019
Q2 | $714K | Buy |
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|
2019
Q1 | $653K | Sell |
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|
2018
Q4 | $615K | Buy |
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