VBFG
Vishria Bird Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
1,664
| – | – | 0.34% | 33 |
|
|
2025
Q1 | $935K | Buy |
+1,664
| New | +$935K | 0.32% | 36 |
|
|
2020
Q4 | – | Sell |
-745
| Closed | -$250K | – | 50 |
|
|
2020
Q3 | $250K | Sell |
745
-10
| -1% | -$3.36K | 0.16% | 42 |
|
|
2020
Q2 | $234K | Sell |
755
-424
| -36% | -$131K | 0.18% | 37 |
|
|
2020
Q1 | $305K | Sell |
1,179
-49
| -4% | -$12.7K | 0.32% | 30 |
|
|
2019
Q4 | $397K | Sell |
1,228
-86
| -7% | -$27.8K | 0.39% | 26 |
|
|
2019
Q3 | $392K | Sell |
1,314
-16
| -1% | -$4.77K | 0.45% | 27 |
|
|
2019
Q2 | $392K | Hold |
1,330
| – | – | 0.39% | 28 |
|
|
2019
Q1 | $378K | Hold |
1,330
| – | – | 0.38% | 31 |
|
|
2018
Q4 | $335K | Hold |
1,330
| – | – | 0.37% | 34 |
|
|
2018
Q3 | $389K | Hold |
1,330
| – | – | 0.33% | 29 |
|
|
2018
Q2 | $363K | Buy |
+1,330
| New | +$363K | 0.34% | 29 |
|