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