Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $685K | Sell |
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|
2023
Q2 | $767K | Sell |
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|
2023
Q1 | $993K | Hold |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $891K | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.19M | Hold |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $887K | Buy |
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|
2020
Q2 | $799K | Buy |
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|
2020
Q1 | $589K | Buy |
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