VWA
Valued Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
986
-121
| -11% | -$75.1K | 0.32% | 26 |
|
|
2025
Q1 | $622K | Buy |
1,107
+116
| +12% | +$65.2K | 0.37% | 24 |
|
|
2024
Q4 | $584K | Buy |
991
+393
| +66% | +$231K | 0.37% | 23 |
|
|
2024
Q3 | $345K | Buy |
598
+190
| +47% | +$110K | 0.22% | 26 |
|
|
2024
Q2 | $223K | Buy |
408
+1
| +0.2% | +$547 | 0.15% | 32 |
|
|
2024
Q1 | $214K | Buy |
407
+31
| +8% | +$16.3K | 0.15% | 31 |
|
|
2023
Q4 | $161K | Buy |
+376
| New | +$161K | 0.15% | 29 |
|