Ishares Tr msci usavalfct shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $513k | 5.6k | 91.14 |
| 2022-09-30 | $240k | 2.9k | 81.74 |
| 2022-06-30 | $300k | 3.3k | 90.52 |
| 2022-03-31 | $387k | 3.7k | 104.62 |
| 2021-09-30 | $568k | 5.6k | 100.66 |
| 2021-06-30 | $775k | 7.4k | 105.04 |
| 2021-03-31 | $1.2M | 12k | 102.47 |
More positions owned by Heritage Wealth Management
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