VitalStone Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.53M | Buy |
7,853
+30
| +0.4% | +$17.3K | 3.09% | 5 |
|
|
2024
Q2 | $4.28M | Buy |
7,823
+1,356
| +21% | +$742K | 3.1% | 5 |
|
|
2024
Q1 | $3.4M | Buy |
6,467
+3,446
| +114% | +$1.81M | 2.6% | 9 |
|
|
2023
Q4 | $1.44M | Buy |
3,021
+697
| +30% | +$333K | 1.15% | 19 |
|
|
2023
Q3 | $1.03M | Buy |
2,324
+2,286
| +6,016% | +$1.01M | 0.87% | 23 |
|
|
2023
Q2 | $15K | Buy |
38
+8
| +27% | +$3.16K | 0.01% | 587 |
|
|
2023
Q1 | $14K | Sell |
30
-8
| -21% | -$3.73K | 0.01% | 190 |
|
|
2022
Q4 | $14K | Buy |
+38
| New | +$14K | 0.01% | 313 |
|