WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $177K | Sell |
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|
2024
Q3 | $367K | Sell |
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2024
Q2 | $348K | Sell |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $444K | Sell |
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|
2023
Q3 | $772K | Sell |
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|
2023
Q2 | $816K | Sell |
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|
2023
Q1 | $873K | Sell |
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|
2022
Q4 | $899K | Sell |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $1.68M | Buy |
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