VWM
VCI Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,030
| Closed | -$1.08M | – | 101 |
|
|
2024
Q3 | $1.08M | Sell |
6,030
-1,327
| -18% | -$238K | 0.48% | 66 |
|
|
2024
Q2 | $1.21M | Buy |
7,357
+2,612
| +55% | +$429K | 0.6% | 43 |
|
|
2024
Q1 | $804K | Sell |
4,745
-1,399
| -23% | -$237K | 0.54% | 50 |
|
|
2023
Q4 | $970K | Buy |
+6,144
| New | +$970K | 0.59% | 46 |
|