Vantage Financial Partners (Illinois)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $950K | Buy |
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|
2023
Q4 | $706K | Sell |
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|
2023
Q3 | $664K | Buy |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | $497K | Sell |
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|
2022
Q4 | $531K | Buy |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $442K | Buy |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $234K | Sell |
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|
2021
Q3 | $218K | Buy |
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