Vertex Planning Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Sell |
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|
2025
Q1 | $849K | Sell |
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|
2024
Q4 | $925K | Buy |
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|
2024
Q3 | $894K | Sell |
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|
2024
Q2 | $968K | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $989K | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $940K | Buy |
|