VWA
VERITY Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Hold |
4,282
| – | – | 0.39% | 46 |
|
|
2025
Q1 | $522K | Sell |
4,282
-130
| -3% | -$15.9K | 0.39% | 49 |
|
|
2024
Q4 | $567K | Sell |
4,412
-206
| -4% | -$26.5K | 0.41% | 46 |
|
|
2024
Q3 | $580K | Sell |
4,618
-243
| -5% | -$30.5K | 0.41% | 47 |
|
|
2024
Q2 | $577K | Hold |
4,861
| – | – | 0.43% | 45 |
|
|
2024
Q1 | $560K | Buy |
4,861
+955
| +24% | +$110K | 0.43% | 46 |
|
|
2023
Q4 | $411K | Hold |
3,906
| – | – | 0.35% | 50 |
|
|
2023
Q3 | $368K | Sell |
3,906
-154
| -4% | -$14.5K | 0.35% | 52 |
|
|
2023
Q2 | $397K | Hold |
4,060
| – | – | 0.36% | 51 |
|
|
2023
Q1 | $368K | Hold |
4,060
| – | – | 0.34% | 56 |
|
|
2022
Q4 | $344K | Buy |
+4,060
| New | +$344K | 0.34% | 55 |
|