Ishares Tr msci usavalfct shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan Wealth Management investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Taylor & Morgan Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 2.6k | 125.03 |
| 2025-06-30 | $294k | 2.6k | 113.19 |
| 2025-03-31 | $275k | 2.6k | 106.67 |
| 2024-12-31 | $271k | 2.6k | 105.61 |
| 2024-09-30 | $277k | 2.5k | 109.04 |
| 2024-06-30 | $261k | 2.5k | 103.47 |
| 2024-03-31 | $272k | 2.5k | 108.29 |
| 2023-12-31 | $266k | 2.6k | 101.18 |
| 2023-09-30 | $278k | 3.1k | 90.73 |
| 2023-06-30 | $287k | 3.1k | 93.80 |
| 2023-03-31 | $532k | 5.7k | 92.59 |
| 2022-12-31 | $519k | 5.7k | 91.14 |
| 2022-09-30 | $462k | 5.6k | 81.80 |
| 2022-06-30 | $507k | 5.6k | 90.58 |
| 2022-03-31 | $581k | 5.6k | 104.59 |
| 2021-12-31 | $607k | 5.5k | 109.51 |
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