Ishares Tr msci usavalfct shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $26M | 258k | 101.16 |
| 2023-09-30 | $23M | 249k | 90.72 |
| 2023-06-30 | $23M | 241k | 93.79 |
| 2023-03-31 | $36M | 389k | 92.59 |
| 2022-12-31 | $34M | 372k | 91.14 |
| 2022-09-30 | $30M | 369k | 81.86 |
| 2022-06-30 | $33M | 367k | 90.52 |
| 2022-03-31 | $37M | 352k | 104.57 |
| 2021-12-31 | $36M | 330k | 109.47 |
| 2021-09-30 | $32M | 313k | 100.70 |
| 2021-06-30 | $32M | 300k | 105.06 |
| 2021-03-31 | $26M | 249k | 102.46 |
| 2020-12-31 | $78k | 899 | 86.76 |
| 2020-09-30 | $999 | 9 | 111.11 |
| 2020-06-30 | $999 | 9 | 111.11 |
| 2020-03-31 | $10k | 155 | 64.52 |
| 2019-12-31 | $14k | 153 | 91.50 |
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