Ishares Tr usa min vo shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $427k | 5.2k | 82.15 |
| 2023-09-30 | $388k | 5.4k | 71.62 |
| 2023-06-30 | $437k | 5.9k | 74.03 |
| 2023-03-31 | $442k | 6.0k | 73.46 |
| 2022-12-31 | $434k | 6.0k | 72.10 |
| 2022-09-30 | $531k | 7.8k | 67.74 |
| 2022-06-30 | $552k | 7.8k | 70.42 |
| 2022-03-31 | $770k | 9.9k | 78.03 |
| 2021-12-31 | $813k | 10k | 80.22 |
| 2021-09-30 | $753k | 10k | 73.47 |
| 2021-06-30 | $757k | 10k | 73.86 |
| 2021-03-31 | $1.3M | 21k | 63.75 |
| 2020-12-31 | $937k | 14k | 66.90 |
| 2020-09-30 | $1.3M | 21k | 63.75 |
| 2020-06-30 | $6.0M | 98k | 60.64 |
| 2020-03-31 | $5.2M | 101k | 52.03 |
| 2019-12-31 | $5.9M | 89k | 65.62 |
| 2019-09-30 | $5.7M | 88k | 64.03 |
| 2019-06-30 | $5.3M | 84k | 63.30 |
| 2019-03-31 | $5.0M | 85k | 59.06 |
| 2018-12-31 | $468k | 8.3k | 56.12 |
| 2018-09-30 | $270k | 4.8k | 55.84 |
| 2018-03-31 | $271k | 5.1k | 52.79 |
| 2017-12-31 | $270k | 5.1k | 52.59 |
| 2017-09-30 | $326k | 6.3k | 51.78 |
More positions owned by Vista Private Wealth Partners
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