Vestia Personal Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$552K	Sell	888 -16	-2%	-$9.94K	0.38%	42
2025 Q1	$508K	Buy	904 +26	+3%	+$14.6K	0.4%	40
2024 Q4	$517K	Sell	878 -17	-2%	-$10K	0.43%	41
2024 Q3	$516K	Buy	895 +6	+0.7%	+$3.46K	0.49%	36
2024 Q2	$487K	Buy	+889	New	+$487K	0.52%	36