Vaughan David Investments’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
Q3 | $420K | Buy |
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|
2025
Q2 | $248K | Hold |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $462K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $239K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $499K | Sell |
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|
2018
Q1 | $1.66M | Buy |
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|
2017
Q4 | $1.24M | Buy |
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