ProVise Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,295
Closed -$242K 319
2023
Q4
$242K Buy
+2,295
New +$242K 0.02% 301