Aveo Capital Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,039	Closed	-$342K	–	347
2024 Q1	$342K	Buy	3,039 +53	+2%	+$5.81K	0.04%	272
2023 Q4	$314K	Buy	2,986 +208	+7%	+$20.4K	0.04%	265
2023 Q3	$262K	Hold	2,778	–	–	0.03%	283
2023 Q2	$272K	Sell	2,778 -1	-0%	-$92	0.03%	285
2023 Q1	$252K	Hold	2,779	–	–	0.03%	290
2022 Q4	$236K	Hold	2,779	–	–	0.04%	286
2022 Q3	$221K	Buy	2,779 +1	+0%	+$88	0.04%	249
2022 Q2	$233K	Sell	2,778 -169	-6%	-$15.4K	0.04%	244
2022 Q1	$297K	Hold	2,947	–	–	0.05%	218
2021 Q4	$315K	Buy	+2,947	New	+$308K	0.06%	217
2021 Q3	–	Sell	-7,790	Closed	-$769K	–	268
2021 Q2	$769K	Buy	+7,790	New	+$749K	0.17%	118
2020 Q2	–	Sell	-7,748	Closed	-$443K	–	100
2020 Q1	$443K	Sell	7,748 -1,141	-13%	-$78.3K	0.22%	97
2019 Q4	$646K	Sell	8,889 -54	-0.6%	-$3.76K	0.26%	89
2019 Q3	$622K	Sell	8,943 -634	-7%	-$42.5K	0.26%	85
2019 Q2	$656K	Buy	9,577 +5	+0.1%	+$328	0.29%	77
2019 Q1	$616K	Sell	9,572 -33,090	-78%	-$2.05M	0.28%	75
2018 Q4	$2.42M	Sell	42,662 -146	-0.3%	-$8.97K	1.21%	19
2018 Q3	$2.69M	Sell	42,808 -4,638	-10%	-$304K	1.2%	13
2018 Q2	$2.97M	Sell	47,446 -55,349	-54%	-$3.44M	1.31%	12
2018 Q1	$6.21M	Sell	102,795 -15,376	-13%	-$960K	2.59%	6
2017 Q4	$7.22M	Buy	118,171 +71	+0.1%	+$4.23K	2.4%	8
2017 Q3	$6.81M	Sell	118,100 -1,744	-1%	-$98.4K	2.35%	8
2017 Q2	$6.64M	Sell	119,844 -1,081	-0.9%	-$59.3K	2.34%	8
2017 Q1	$6.53M	Buy	120,925 +6,182	+5%	+$330K	2.39%	8
2016 Q4	$5.88M	Buy	+114,743	New	+$5.74M	1.68%	10