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Ishares Tr msci usavalfct shares owned by Vivid Financial Management

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Vivid Financial Management from 13F filings

Historical chart of Vivid Financial Management investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Vivid Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Vivid Financial Management

Quarter filed Position value Share count Share price at filing
2021-12-31 $8.6M 79k 109.47
2021-09-30 $8.1M 80k 100.70
2021-06-30 $9.5M 90k 105.07
2021-03-31 $8.6M 84k 102.46
2020-12-31 $6.8M 79k 86.91
2020-09-30 $4.8M 64k 73.78
2020-06-30 $4.5M 62k 72.28

More positions owned by Vivid Financial Management

Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr U.s. Tech Etf (IYW)
Wisdomtree Tr Em Ex St-owned (XSOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Tr Global Finls Etf (IXG)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Vivid Financial Management

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Mercer Global Advisors
Bank of America Corporation
Envestnet Asset Management
BlackRock
BlackRock
Franklin Resources
Wharton Business Group
M^T Bank Corporation
Morgan Stanley
HPM Partners
Life Line Wealth Management
LPL Financial

View all funds holding Ishares Tr msci usavalfct