VFP
Verus Financial Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Sell |
62,554
-774
| -1% | -$49.3K | 0.41% | 22 |
|
|
2025
Q1 | $3.48M | Sell |
63,328
-2,436
| -4% | -$134K | 0.4% | 20 |
|
|
2024
Q4 | $4.07M | Sell |
65,764
-1,104
| -2% | -$68.3K | 0.46% | 18 |
|
|
2024
Q3 | $4.13M | Buy |
66,868
+220
| +0.3% | +$13.6K | 0.45% | 18 |
|
|
2024
Q2 | $3.9M | Sell |
66,648
-2,317
| -3% | -$136K | 0.45% | 18 |
|
|
2024
Q1 | $4.19M | Buy |
68,965
+55,031
| +395% | +$3.34M | 0.49% | 18 |
|
|
2023
Q4 | $3.84M | Sell |
13,934
-789
| -5% | -$217K | 0.47% | 18 |
|
|
2023
Q3 | $3.59M | Sell |
14,723
-269
| -2% | -$65.5K | 0.47% | 19 |
|
|
2023
Q2 | $4.06M | Sell |
14,992
-251
| -2% | -$68K | 0.51% | 19 |
|
|
2023
Q1 | $3.66M | Sell |
15,243
-152
| -1% | -$36.5K | 0.5% | 20 |
|
|
2022
Q4 | $4.07M | Sell |
15,395
-419
| -3% | -$111K | 0.56% | 19 |
|
|
2022
Q3 | $3.69M | Sell |
15,814
-747
| -5% | -$174K | 0.56% | 17 |
|
|
2022
Q2 | $4M | Sell |
16,561
-445
| -3% | -$107K | 0.57% | 17 |
|
|
2022
Q1 | $4.41M | Sell |
17,006
-2,661
| -14% | -$690K | 0.63% | 15 |
|
|
2021
Q4 | $5.57M | Buy |
19,667
+51
| +0.3% | +$14.4K | 0.74% | 15 |
|
|
2021
Q3 | $5.39M | Sell |
19,616
-244
| -1% | -$67K | 0.81% | 13 |
|
|
2021
Q2 | $5.24M | Sell |
19,860
-748
| -4% | -$197K | 0.8% | 13 |
|
|
2021
Q1 | $5.44M | Sell |
20,608
-1,412
| -6% | -$373K | 0.86% | 13 |
|
|
2020
Q4 | $5.06M | Buy |
+22,020
| New | +$5.06M | 0.87% | 11 |
|
|
2020
Q3 | – | Sell |
-22,681
| Closed | -$4.03M | – | 189 |
|
|
2020
Q2 | $4.03M | Sell |
22,681
-137
| -0.6% | -$24.4K | 0.87% | 12 |
|
|
2020
Q1 | $3.28M | Sell |
22,818
-400
| -2% | -$57.6K | 1% | 12 |
|
|
2019
Q4 | $4.78M | Sell |
23,218
-2,784
| -11% | -$573K | 1.44% | 8 |
|
|
2019
Q3 | $5.02M | Buy |
26,002
+14,151
| +119% | +$2.73M | 1.65% | 8 |
|
|
2019
Q2 | $419K | Sell |
11,851
-14,829
| -56% | -$524K | 0.14% | 31 |
|
|
2019
Q1 | $5.05M | Buy |
26,680
+623
| +2% | +$118K | 1.79% | 9 |
|
|
2018
Q4 | $5.25M | Hold |
26,057
| – | – | 1.88% | 8 |
|
|
2018
Q3 | $5.25M | Buy |
26,057
+740
| +3% | +$149K | 1.88% | 8 |
|
|
2018
Q2 | $4.93M | Sell |
25,317
-554
| -2% | -$108K | 1.86% | 8 |
|
|
2018
Q1 | $4.85M | Buy |
25,871
+13,583
| +111% | +$2.55M | 1.84% | 9 |
|
|
2017
Q4 | $467K | Sell |
12,288
-12,777
| -51% | -$486K | 0.17% | 27 |
|
|
2017
Q3 | $4.48M | Sell |
25,065
-603
| -2% | -$108K | 1.73% | 9 |
|
|
2017
Q2 | $4.47M | Sell |
25,668
-3,064
| -11% | -$533K | 1.8% | 9 |
|
|
2017
Q1 | $4.92M | Sell |
28,732
-5,753
| -17% | -$985K | 2.02% | 9 |
|
|
2016
Q4 | $5.7M | Sell |
34,485
-134
| -0.4% | -$22.2K | 2.48% | 7 |
|
|
2016
Q3 | $5.36M | Sell |
34,619
-579
| -2% | -$89.6K | 2.38% | 8 |
|
|
2016
Q2 | $5.26M | Sell |
35,198
-251
| -0.7% | -$37.5K | 2.37% | 8 |
|
|
2016
Q1 | $5.11M | Buy |
35,449
+187
| +0.5% | +$27K | 2.36% | 8 |
|
|
2015
Q4 | $4.91M | Sell |
35,262
-284
| -0.8% | -$39.6K | 2.32% | 8 |
|
|
2015
Q3 | $4.86M | Sell |
35,546
-169
| -0.5% | -$23.1K | 2.59% | 7 |
|
|
2015
Q2 | $5.36M | Sell |
35,715
-300
| -0.8% | -$45K | 2.72% | 7 |
|
|
2015
Q1 | $5.47M | Sell |
36,015
-2,496
| -6% | -$379K | 2.78% | 7 |
|
|
2014
Q4 | $5.58M | Buy |
38,511
+2,880
| +8% | +$417K | 2.99% | 6 |
|
|
2014
Q3 | $4.87M | Sell |
35,631
-528
| -1% | -$72.2K | 2.74% | 7 |
|
|
2014
Q2 | $5.17M | Sell |
36,159
-1,577
| -4% | -$226K | 2.89% | 7 |
|
|
2014
Q1 | $5.19M | Sell |
37,736
-1,066
| -3% | -$147K | 2.88% | 7 |
|
|
2013
Q4 | $5.19M | Sell |
38,802
-86
| -0.2% | -$11.5K | 2.7% | 7 |
|
|
2013
Q3 | $4.83M | Buy |
38,888
+2
| +0% | +$248 | 2.64% | 7 |
|
|
2013
Q2 | $4.49M | Buy |
+38,886
| New | +$4.49M | 2.56% | 8 |
|