Visionary Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.7M | Buy |
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|
2025
Q1 | $49.5M | Sell |
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|
2024
Q4 | $52.3M | Sell |
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|
2024
Q3 | $51.7M | Buy |
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|
2024
Q2 | $48.6M | Buy |
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|
2024
Q1 | $46.5M | Sell |
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|
2023
Q4 | $44.3M | Buy |
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|
2023
Q3 | $39.8M | Sell |
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|
2023
Q2 | $41.6M | Sell |
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|
2023
Q1 | $39.2M | Sell |
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|
2022
Q4 | $41.1M | Sell |
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|
2022
Q3 | $39.5M | Sell |
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|
2022
Q2 | $42.1M | Buy |
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|
2022
Q1 | $49.8M | Buy |
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|
2021
Q4 | $36.6M | Buy |
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|
2021
Q3 | $29.1M | Buy |
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|
2021
Q2 | $28.3M | Sell |
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|
2021
Q1 | $27.1M | Sell |
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|
2020
Q4 | $29M | Sell |
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|
2020
Q3 | $29.6M | Buy |
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|
2020
Q2 | $25.6M | Buy |
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|
2020
Q1 | $17.6M | Buy |
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|
2019
Q4 | $20.5M | Buy |
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