Vantage Financial Partners (Illinois)’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $237K | Hold |
1,300
| – | – | 0.06% | 98 |
|
|
2024
Q1 | $243K | Hold |
1,300
| – | – | 0.06% | 99 |
|
|
2023
Q4 | $226K | Buy |
+1,300
| New | +$226K | 0.07% | 98 |
|
|
2023
Q3 | – | Sell |
-1,300
| Closed | -$210K | – | 94 |
|
|
2023
Q2 | $210K | Buy |
+1,300
| New | +$210K | 0.12% | 91 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$202K | – | 92 |
|
|
2022
Q1 | $202K | Hold |
1,300
| – | – | 0.11% | 84 |
|
|
2021
Q4 | $204K | Buy |
+1,300
| New | +$204K | 0.1% | 87 |
|