VCI Wealth Management’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 | $705K | Buy |
1,135
+194
| +21% | +$120K | 0.25% | 91 |
|
|
2025
Q1 | $529K | Sell |
941
-345
| -27% | -$194K | 0.22% | 94 |
|
|
2024
Q4 | $757K | Buy |
1,286
+78
| +6% | +$45.9K | 0.32% | 72 |
|
|
2024
Q3 | $697K | Sell |
1,208
-17
| -1% | -$9.81K | 0.31% | 75 |
|
|
2024
Q2 | $670K | Buy |
1,225
+216
| +21% | +$118K | 0.33% | 74 |
|
|
2024
Q1 | $530K | Sell |
1,009
-160
| -14% | -$84.1K | 0.36% | 77 |
|
|
2023
Q4 | $558K | Buy |
+1,169
| New | +$558K | 0.34% | 79 |
|