Virginia National Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $304K | Hold |
4,444
| – | – | 1.39% | 26 |
|
|
2023
Q2 | $313K | Sell |
4,444
-672
| -13% | -$47.4K | 1.08% | 31 |
|
|
2023
Q1 | $327K | Hold |
5,116
| – | – | 1.15% | 29 |
|
|
2022
Q4 | $299K | Hold |
5,116
| – | – | 1.1% | 32 |
|
|
2022
Q3 | $296K | Sell |
5,116
-22,442
| -81% | -$1.3M | 0.94% | 31 |
|
|
2022
Q2 | $1.66M | Hold |
27,558
| – | – | 2.6% | 10 |
|
|
2022
Q1 | $2.11M | Buy |
+27,558
| New | +$2.11M | 2.4% | 12 |
|