VWM
Valley Wealth Managers’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
74,027
-73,662
| -50% | -$13.4M | 0.97% | 45 |
|
|
2025
Q1 | $25.6M | Buy |
147,689
+15,785
| +12% | +$2.73M | 1.94% | 6 |
|
|
2024
Q4 | $23.1M | Buy |
131,904
+39,891
| +43% | +$6.99M | 1.73% | 14 |
|
|
2024
Q3 | $16.5M | Buy |
+92,013
| New | +$16.5M | 1.22% | 41 |
|