Vest Financial’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.59M Buy
64,862
+29,626
+84% +$1.64M 0.05% 214
2025
Q1
$1.46M Buy
+35,236
New +$1.46M 0.02% 290