V Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $408K | Buy |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $343K | Buy |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $263K | Sell |
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|
2020
Q4 | $255K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $513K | Sell |
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|
2019
Q4 | $750K | Hold |
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|
2019
Q3 | $750K | Sell |
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|
2019
Q2 | $829K | Buy |
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|
2019
Q1 | $790K | Buy |
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|
2018
Q4 | $578K | Sell |
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|
2018
Q3 | $858K | Buy |
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|
2018
Q2 | $732K | Buy |
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|
2018
Q1 | $671K | Buy |
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|
2017
Q4 | $700K | Buy |
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|
2017
Q3 | $346K | Sell |
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|
2017
Q2 | $333K | Buy |
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|
2017
Q1 | $279K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $203K | Buy |
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