Ishares Tr msci usavalfct shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $888k | 8.1k | 109.05 |
| 2024-06-30 | $790k | 7.6k | 103.46 |
| 2024-03-31 | $801k | 7.4k | 108.31 |
| 2023-12-31 | $703k | 7.0k | 101.16 |
| 2023-09-30 | $647k | 7.1k | 90.72 |
| 2023-06-30 | $672k | 7.2k | 93.79 |
| 2023-03-31 | $694k | 7.5k | 92.58 |
| 2022-12-31 | $763k | 8.4k | 91.14 |
| 2022-09-30 | $785k | 9.6k | 81.86 |
| 2022-06-30 | $967k | 11k | 90.55 |
| 2022-03-31 | $1.6M | 16k | 104.59 |
| 2021-12-31 | $2.5M | 23k | 109.48 |
| 2021-09-30 | $2.4M | 23k | 103.83 |
| 2021-06-30 | $2.5M | 24k | 105.00 |
| 2021-03-31 | $2.2M | 22k | 102.14 |
| 2020-12-31 | $2.1M | 24k | 86.91 |
| 2020-09-30 | $1.2M | 17k | 73.76 |
| 2020-06-30 | $888k | 12k | 72.31 |
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