Vertex Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Sell |
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|
2025
Q1 | $5.48M | Buy |
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|
2024
Q4 | $5.68M | Sell |
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|
2024
Q3 | $30.6M | Sell |
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|
2024
Q2 | $29.2M | Buy |
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|
2024
Q1 | $27.9M | Buy |
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|
2023
Q4 | $25.1M | Buy |
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|
2023
Q3 | $20.8M | Sell |
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|
2023
Q2 | $21.8M | Sell |
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|
2023
Q1 | $20.6M | Sell |
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|
2022
Q4 | $19.6M | Buy |
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