Vahanian & Associates Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Vahanian & Associates Financial Planning’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$443K	Sell
2023 Q3	$695K	Sell
2023 Q2	$810K	Buy
2023 Q1	$694K	Sell
2022 Q4	$694K	Sell
2022 Q3	$694K	Buy
2022 Q2	$640K	Sell
2022 Q1	$970K	Sell
2021 Q4	$1.22M	Buy