VCI Wealth Management’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
$823K Buy
2025
Q2
$705K Buy
2025
Q1
$529K Sell
2024
Q4
$757K Buy
2024
Q3
$697K Sell
2024
Q2
$670K Buy
2024
Q1
$530K Sell
2023
Q4
$558K Buy