Verus Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-26,561
| Closed | -$2.51M | – | 103 |
|
|
2023
Q3 | $2.51M | Buy |
26,561
+126
| +0.5% | +$11.9K | 0.33% | 23 |
|
|
2023
Q2 | $2.66M | Buy |
26,435
+77
| +0.3% | +$7.75K | 0.34% | 22 |
|
|
2023
Q1 | $2.35M | Buy |
26,358
+105
| +0.4% | +$9.35K | 0.32% | 25 |
|
|
2022
Q4 | $2.38M | Buy |
26,253
+125
| +0.5% | +$11.3K | 0.33% | 25 |
|
|
2022
Q3 | $2.16M | Hold |
26,128
| – | – | 0.33% | 20 |
|
|
2022
Q2 | $2.32M | Hold |
26,128
| – | – | 0.33% | 22 |
|
|
2022
Q1 | $2.56M | Buy |
+26,128
| New | +$2.56M | 0.36% | 19 |
|