VWM
VCI Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,391
| Closed | -$1.18M | – | 96 |
|
|
2024
Q3 | $1.18M | Sell |
9,391
-2,190
| -19% | -$275K | 0.53% | 63 |
|
|
2024
Q2 | $1.38M | Buy |
11,581
+3,973
| +52% | +$472K | 0.68% | 35 |
|
|
2024
Q1 | $877K | Sell |
7,608
-2,309
| -23% | -$266K | 0.59% | 44 |
|
|
2023
Q4 | $1.04M | Buy |
+9,917
| New | +$1.04M | 0.64% | 41 |
|