Vantage Financial Partners (Wisconsin)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Sell |
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|
2025
Q1 | $31.4M | Buy |
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|
2024
Q4 | $32.6M | Buy |
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|
2024
Q3 | $31M | Buy |
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|
2024
Q2 | $21.4M | Buy |
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|
2024
Q1 | $19.8M | Buy |
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|
2023
Q4 | $18M | Buy |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $11.3M | Buy |
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|
2023
Q1 | $10.1M | Sell |
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|
2022
Q4 | $9.79M | Sell |
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|
2022
Q3 | $11.2M | Sell |
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|
2022
Q2 | $37.2M | Buy |
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|
2022
Q1 | $44.4M | Sell |
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|
2021
Q4 | $47.8M | Buy |
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