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Veridan Wealth’s iShares S&P 100 ETF OEF Stock Holding History

Veridan Wealth’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$5.23M Buy
19,305
+1,663
+9% +$450K 2.36% 7
2024
Q4 		$5.16M Buy
+17,642
New +$5.16M 2.41% 5
2024
Q2 		$5.46M Buy
+17,943
New +$5.46M 2.19% 8