VSM Wealth Advisory’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
2025 Q2	$896K	Buy	1,443 +56	+4%	+$34.8K	0.3%	40
2025 Q1	$779K	Hold	1,387	–	–	0.28%	40
2024 Q4	$816K	Buy	+1,387	New	+$816K	0.29%	38