Vivid Financial Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4M | Sell |
37,389
-961
| -3% | -$103K | 1.5% | 17 |
|
|
2021
Q3 | $3.77M | Sell |
38,350
-524
| -1% | -$51.6K | 1.55% | 16 |
|
|
2021
Q2 | $3.84M | Sell |
38,874
-532
| -1% | -$52.5K | 1.58% | 12 |
|
|
2021
Q1 | $3.61M | Sell |
39,406
-492
| -1% | -$45.1K | 1.66% | 12 |
|
|
2020
Q4 | $3.44M | Sell |
39,898
-365
| -0.9% | -$31.5K | 1.66% | 14 |
|
|
2020
Q3 | $3.04M | Sell |
40,263
-7,566
| -16% | -$571K | 1.87% | 16 |
|
|
2020
Q2 | $3.32M | Sell |
47,829
-2,009
| -4% | -$139K | 2.07% | 14 |
|
|
2020
Q1 | $2.85M | Buy |
+49,838
| New | +$2.85M | 3.73% | 6 |
|