Legacy Wealth Planning, LLC Ishares Msci Usa Value Factor Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 4,265 shares of VLUE stock, worth $441,086. This represents 0.58% of its overall portfolio holdings.

Number of Shares
4,265
Previous 11,261 62.13%
Holding current value
$441,086
Previous $1.02 Million 65.75%
% of portfolio
0.58%
Previous 1.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$85.0 - $99.37 $594,660 - $695,192
-6,996 Reduced 62.13%
4,265 $349,000
Q2 2022

Jul 26, 2022
SELL
$88.4 - $105.81 $9.78 Million - $11.7 Million
-110,652 Reduced 90.76%
11,261 $1.02 Million
Q1 2022

May 10, 2022
SELL
$100.54 - $114.92 $462,282 - $528,402
-4,598 Reduced 3.63%
121,913 $12.7 Million
Q4 2021

Feb 14, 2022
SELL
$101.38 - $109.77 $2.34 Million - $2.53 Million
-23,089 Reduced 15.43%
126,511 $13.8 Million
Q3 2021

Nov 22, 2021
BUY
$100.55 - $106.33 $14.8 Million - $15.6 Million
146,806 Added 5254.33%
149,600 $15.1 Million
Q3 2021

Nov 12, 2021
SELL
$100.55 - $106.33 $6.87 Million - $7.27 Million
-68,334 Reduced 96.07%
2,794 $15.1 Million
Q2 2021

Aug 16, 2021
BUY
$102.28 - $108.72 $1.37 Million - $1.46 Million
13,394 Added 23.2%
71,128 $7.47 Million
Q1 2021

May 06, 2021
BUY
$86.14 - $104.49 $4.97 Million - $6.03 Million
57,734 New
57,734 $5.92 Million

Others Institutions Holding VLUE

# of Institutions
447
Shares Held
55.5M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

VLUE Quotes by TradingView
  • Ticker VLUE
  • Sector ETFs
  • Industry ETFs
More about VLUE
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email