A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 71 shares of VLUE stock, worth $7,609. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71
Previous 111 36.04%
Holding current value
$7,609
Previous $11,000 36.36%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$98.17 - $108.31 $3,926 - $4,332
-40 Reduced 36.04%
71 $7,000
Q3 2023

Oct 24, 2023

SELL
$90.0 - $97.29 $540 - $583
-6 Reduced 5.13%
111 $10,000
Q1 2023

May 10, 2023

SELL
$88.06 - $99.54 $1,056 - $1,194
-12 Reduced 9.3%
117 $10,000
Q3 2022

Oct 25, 2022

SELL
$85.0 - $99.37 $1,275 - $1,490
-15 Reduced 10.42%
129 $11,000
Q2 2022

Jul 25, 2022

BUY
$88.4 - $105.81 $12,729 - $15,236
144 New
144 $13,000

Others Institutions Holding VLUE

About ISHARES MSCI USA VALUE FACTOR


  • Ticker VLUE
  • Sector ETFs
  • Industry ETFs
More about VLUE
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