Wellington Wealth Strategies’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 Q2	–	Sell	-5,277	Closed	-$2.77M	–	114
2024 Q1	$2.77M	Buy	+5,277	New	+$2.77M	1.29%	20