iShares S&P 500 Index shares owned by VitalStone Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by VitalStone Financial
from 13F filings
Historical chart of VitalStone Financial investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by VitalStone Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by VitalStone Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 7.9k | 576.79 |
| 2024-06-30 | $4.3M | 7.8k | 547.22 |
| 2024-03-31 | $3.4M | 6.5k | 525.75 |
| 2023-12-31 | $1.4M | 3.0k | 477.66 |
| 2023-09-30 | $1.0M | 2.3k | 442.77 |
| 2023-06-30 | $15k | 38 | 391.30 |
| 2023-03-31 | $14k | 30 | 466.67 |
| 2022-12-31 | $15k | 38 | 391.30 |