Ishares Tr msci usavalfct shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $265k | 2.3k | 113.21 |
| 2025-03-31 | $250k | 2.3k | 106.65 |
| 2024-12-31 | $398k | 3.8k | 105.61 |
| 2024-06-30 | $472k | 4.6k | 103.14 |
| 2024-03-31 | $496k | 4.6k | 108.31 |
| 2023-12-31 | $464k | 4.6k | 101.16 |
| 2023-09-30 | $410k | 4.6k | 89.42 |
| 2023-06-30 | $430k | 4.6k | 93.79 |
| 2023-03-31 | $608k | 6.6k | 92.59 |
| 2022-12-31 | $598k | 6.6k | 91.14 |
| 2022-09-30 | $714k | 8.7k | 81.84 |
| 2022-06-30 | $790k | 8.7k | 90.55 |
| 2022-03-31 | $860k | 8.2k | 104.62 |
| 2021-12-31 | $900k | 8.2k | 109.49 |
| 2021-09-30 | $828k | 8.2k | 100.73 |
| 2021-06-30 | $864k | 8.2k | 105.11 |
| 2021-03-31 | $654k | 6.4k | 102.51 |
| 2020-12-31 | $177k | 2.0k | 86.85 |
More positions owned by Graves-Light Private Wealth Management
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