Vantage Point Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
666
+6
+0.9% +$3.73K 0.18% 88
2025
Q1
$371K Sell
660
-44
-6% -$24.7K 0.19% 82
2024
Q4
$415K Buy
+704
New +$415K 0.22% 71