Mount Vernon Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$287K	Sell	463 -50	-10%	-$31K	0.21%	45
2025 Q1	$288K	Hold	513	–	–	0.23%	45
2024 Q4	$302K	Sell	513 -208	-29%	-$122K	0.24%	44
2024 Q3	$416K	Hold	721	–	–	0.33%	41
2024 Q2	$395K	Buy	+721	New	+$395K	0.35%	41