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

Vestia Personal Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$599K	Buy
2025 Q2	$552K	Sell
2025 Q1	$508K	Buy
2024 Q4	$517K	Sell
2024 Q3	$516K	Buy
2024 Q2	$487K	Buy