Vector 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
2016
Q4
$1.09M Buy
2016
Q3
$1.03M Buy
2016
Q2
$969K Buy
2016
Q1
$859K Buy
2015
Q4
$804K Buy
2015
Q3
$469K Buy
2015
Q2
$265K Buy
2015
Q1
$266K Sell
2014
Q4
$287K Buy
2014
Q3
$274K Buy
2014
Q2
$272K Buy
2014
Q1
$223K Hold
2013
Q4
$220K Buy