Verum Partners’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
2024
Q4
Sell
-1,924
Closed -$242K 165
2024
Q3
$242K Sell
1,924
-134
-7% -$16.8K 0.07% 142
2024
Q2
$244K Hold
2,058
0.08% 137
2024
Q1
$237K Buy
2,058
+106
+5% +$12.2K 0.08% 138
2023
Q4
$205K Buy
+1,952
New +$205K 0.08% 138