VAMG
Voisard Asset Management 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 | $1.75M | Sell |
2,812
-225
| -7% | -$140K | 0.45% | 26 |
|
|
2025
Q1 | $1.71M | Buy |
3,037
+3
| +0.1% | +$1.69K | 0.5% | 24 |
|
|
2024
Q4 | $1.79M | Sell |
3,034
-140
| -4% | -$82.4K | 0.6% | 23 |
|
|
2024
Q3 | $1.83M | Buy |
3,174
+1,265
| +66% | +$730K | 0.76% | 14 |
|
|
2024
Q2 | $1.04M | Buy |
1,909
+113
| +6% | +$61.8K | 0.51% | 17 |
|
|
2024
Q1 | $944K | Hold |
1,796
| – | – | 0.53% | 17 |
|
|
2023
Q4 | $858K | Buy |
+1,796
| New | +$858K | 0.52% | 16 |
|