V Wealth Advisors’s iShares Core S&P 500 ETF IVV 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 | $3.01M | Buy |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $2.67M | Sell |
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|
2022
Q3 | $2.63M | Sell |
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|
2022
Q2 | $3.2M | Sell |
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|
2022
Q1 | $4.79M | Sell |
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|
2021
Q4 | $8.97M | Buy |
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|
2021
Q3 | $5.06M | Buy |
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|
2021
Q2 | $4.66M | Buy |
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|
2021
Q1 | $3.69M | Buy |
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|
2020
Q4 | $3.16M | Buy |
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|
2020
Q3 | $748K | Sell |
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|
2020
Q2 | $1.82M | Buy |
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|
2020
Q1 | $1.37M | Buy |
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|
2019
Q4 | $1.26M | Hold |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $1.2M | Sell |
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|
2018
Q3 | $1.42M | Buy |
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|
2018
Q2 | $1.29M | Sell |
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|
2018
Q1 | $1.21M | Sell |
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|
2017
Q4 | $1.31M | Sell |
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|
2017
Q3 | $9.82M | Buy |
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|
2017
Q2 | $8.87M | Buy |
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|
2017
Q1 | $5.67M | Buy |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q3 | $349K | Sell |
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|
2016
Q2 | $1.35M | Buy |
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|
2016
Q1 | $1.31M | Buy |
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