Ishares Tr msci usavalfct shares owned by Legacy Wealth Planning
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Legacy Wealth Planning
from 13F filings
Historical chart of Legacy Wealth Planning investment in Ishares Tr msci usavalfct
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All positions including Ishares Tr msci usavalfct held by Legacy Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr msci usavalfct by Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $349k | 4.3k | 81.83 |
| 2022-06-30 | $1.0M | 11k | 90.49 |
| 2022-03-31 | $13M | 122k | 104.57 |
| 2021-12-31 | $14M | 127k | 109.47 |
| 2021-09-30 | $15M | 2.8k | 5391.91 |
| 2021-06-30 | $7.5M | 71k | 105.06 |
| 2021-03-31 | $5.9M | 58k | 102.45 |