IWM
IHT Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
8,594
+233
| +3% | +$66.5K | 0.07% | 272 |
|
|
2025
Q1 | $2.15M | Buy |
8,361
+911
| +12% | +$234K | 0.07% | 278 |
|
|
2024
Q4 | $2.01M | Buy |
7,450
+437
| +6% | +$118K | 0.06% | 279 |
|
|
2024
Q3 | $1.85M | Buy |
7,013
+248
| +4% | +$65.3K | 0.05% | 340 |
|
|
2024
Q2 | $1.69M | Buy |
6,765
+355
| +6% | +$88.6K | 0.06% | 288 |
|
|
2024
Q1 | $1.54M | Sell |
6,410
-319
| -5% | -$76.5K | 0.06% | 320 |
|
|
2023
Q4 | $1.47M | Buy |
6,729
+104
| +2% | +$22.7K | 0.07% | 291 |
|
|
2023
Q3 | $1.3M | Buy |
6,625
+67
| +1% | +$13.1K | 0.07% | 290 |
|
|
2023
Q2 | $1.33M | Buy |
6,558
+558
| +9% | +$113K | 0.07% | 269 |
|
|
2023
Q1 | $1.12M | Sell |
6,000
-402
| -6% | -$75.1K | 0.06% | 284 |
|
|
2022
Q4 | $1.12M | Sell |
6,402
-286
| -4% | -$49.8K | 0.07% | 282 |
|
|
2022
Q3 | $1.09M | Buy |
6,688
+343
| +5% | +$56.1K | 0.08% | 262 |
|
|
2022
Q2 | $1.09M | Sell |
6,345
-830
| -12% | -$143K | 0.1% | 225 |
|
|
2022
Q1 | $1.5M | Buy |
7,175
+626
| +10% | +$131K | 0.11% | 184 |
|
|
2021
Q4 | $1.45M | Buy |
6,549
+155
| +2% | +$34.2K | 0.11% | 191 |
|
|
2021
Q3 | $1.29M | Buy |
6,394
+771
| +14% | +$155K | 0.1% | 196 |
|
|
2021
Q2 | $1.13M | Buy |
5,623
+62
| +1% | +$12.4K | 0.07% | 296 |
|
|
2021
Q1 | $1.03M | Buy |
+5,561
| New | +$1.03M | 0.07% | 260 |
|
|
2019
Q4 | – | Sell |
-2,826
| Closed | -$385K | – | 647 |
|
|
2019
Q3 | $385K | Sell |
2,826
-671
| -19% | -$91.4K | 0.05% | 369 |
|
|
2019
Q2 | $471K | Sell |
3,497
-59
| -2% | -$7.95K | 0.07% | 297 |
|
|
2019
Q1 | $462K | Hold |
3,556
| – | – | 0.08% | 278 |
|
|
2018
Q4 | $408K | Buy |
3,556
+438
| +14% | +$50.3K | 0.08% | 276 |
|
|
2018
Q3 | $416K | Hold |
3,118
| – | – | 0.09% | 256 |
|
|
2018
Q2 | $389K | Buy |
3,118
+378
| +14% | +$47.2K | 0.1% | 243 |
|
|
2018
Q1 | $324K | Buy |
2,740
+2,710
| +9,033% | +$320K | 0.09% | 257 |
|
|
2017
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 1395 |
|
|
2017
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 1133 |
|
|
2017
Q2 | $4 | Buy |
+30
| New | +$4 | ﹤0.01% | 1142 |
|