VHAM
Van Hulzen Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-432
| Closed | -$55.6K | – | 691 |
|
|
2024
Q4 | $55.6K | Buy |
+432
| New | +$55.6K | ﹤0.01% | 485 |
|
|
2020
Q4 | – | Sell |
-3,199
| Closed | -$241K | – | 298 |
|
|
2020
Q3 | $241K | Sell |
3,199
-296
| -8% | -$22.3K | 0.04% | 223 |
|
|
2020
Q2 | $243K | Sell |
3,495
-12,751
| -78% | -$887K | 0.04% | 219 |
|
|
2020
Q1 | $929K | Sell |
16,246
-118
| -0.7% | -$6.75K | 0.2% | 85 |
|
|
2019
Q4 | $1.19M | Buy |
16,364
+4,899
| +43% | +$356K | 0.23% | 83 |
|
|
2019
Q3 | $769K | Buy |
11,465
+395
| +4% | +$26.5K | 0.16% | 100 |
|
|
2019
Q2 | $738K | Buy |
11,070
+941
| +9% | +$62.7K | 0.16% | 99 |
|
|
2019
Q1 | $652K | Sell |
10,129
-257
| -2% | -$16.5K | 0.18% | 91 |
|
|
2018
Q4 | $590K | Buy |
10,386
+757
| +8% | +$43K | 0.17% | 93 |
|
|
2018
Q3 | $642K | Hold |
9,629
| – | – | 0.17% | 101 |
|
|
2018
Q2 | $602K | Hold |
9,629
| – | – | 0.18% | 91 |
|
|
2018
Q1 | $582K | Hold |
9,629
| – | – | 0.18% | 101 |
|
|
2017
Q4 | $589K | Buy |
9,629
+240
| +3% | +$14.7K | 0.18% | 108 |
|
|
2017
Q3 | $541K | Buy |
+9,389
| New | +$541K | 0.18% | 99 |
|