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Vahanian & Associates Financial Planning’s iShares US Financial Services ETF IYG Stock Holding History

Vahanian & Associates Financial Planning’s Portfolio IYG Stock Details IYG Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
2023
Q1 		$467K Buy
2022
Q4 		$424K Buy
2022
Q3 		– Sell
2022
Q2 		$222K Sell
2022
Q1 		$361K Sell
2021
Q4 		$518K Buy