Verdence Capital Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
4,722
+12
| +0.3% | +$1.62K | 0.04% | 340 |
|
|
2025
Q1 | $575K | Sell |
4,710
-37
| -0.8% | -$4.52K | 0.04% | 344 |
|
|
2024
Q4 | $611K | Sell |
4,747
-140
| -3% | -$18K | 0.05% | 329 |
|
|
2024
Q3 | $614K | Sell |
4,887
-5
| -0.1% | -$628 | 0.05% | 333 |
|
|
2024
Q2 | $581K | Sell |
4,892
-23
| -0.5% | -$2.73K | 0.05% | 325 |
|
|
2024
Q1 | $567K | Buy |
4,915
+13
| +0.3% | +$1.5K | 0.05% | 331 |
|
|
2023
Q4 | $516K | Sell |
4,902
-1
| -0% | -$105 | 0.05% | 332 |
|
|
2023
Q3 | $462K | Buy |
+4,903
| New | +$462K | 0.05% | 339 |
|
|
2019
Q3 | – | Sell |
-7,780
| Closed | -$518K | – | 310 |
|
|
2019
Q2 | $518K | Buy |
7,780
+2,900
| +59% | +$193K | 0.15% | 164 |
|
|
2019
Q1 | $314K | Buy |
+4,880
| New | +$314K | 0.09% | 200 |
|