ISB
Iowa State Bank’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Hold |
4,046
| – | – | 0.24% | 88 |
|
|
2025
Q1 | $1.11M | Buy |
+4,046
| New | +$1.11M | 0.24% | 90 |
|
|
2024
Q4 | – | Sell |
-821
| Closed | -$232K | – | 112 |
|
|
2024
Q3 | $232K | Sell |
821
-52
| -6% | -$14.7K | 0.05% | 106 |
|
|
2024
Q2 | $234K | Sell |
873
-15
| -2% | -$4.01K | 0.05% | 100 |
|
|
2024
Q1 | $231K | Sell |
888
-80
| -8% | -$20.8K | 0.05% | 99 |
|
|
2023
Q4 | $230K | Sell |
968
-875
| -47% | -$208K | 0.06% | 104 |
|
|
2023
Q3 | $391K | Sell |
1,843
-165
| -8% | -$35K | 0.1% | 92 |
|
|
2023
Q2 | $442K | Buy |
2,008
+1,000
| +99% | +$220K | 0.11% | 93 |
|
|
2023
Q1 | $206K | Buy |
+1,008
| New | +$206K | 0.05% | 109 |
|
|
2022
Q3 | – | Sell |
-1,093
| Closed | -$206K | – | 121 |
|
|
2022
Q2 | $206K | Sell |
1,093
-108
| -9% | -$20.4K | 0.05% | 108 |
|
|
2022
Q1 | $273K | Hold |
1,201
| – | – | 0.06% | 105 |
|
|
2021
Q4 | $290K | Sell |
1,201
-30
| -2% | -$7.24K | 0.07% | 109 |
|
|
2021
Q3 | $273K | Hold |
1,231
| – | – | 0.08% | 110 |
|
|
2021
Q2 | $274K | Hold |
1,231
| – | – | 0.08% | 108 |
|
|
2021
Q1 | $254K | Hold |
1,231
| – | – | 0.08% | 112 |
|
|
2020
Q4 | $240K | Hold |
1,231
| – | – | 0.08% | 111 |
|
|
2020
Q3 | $210K | Buy |
+1,231
| New | +$210K | 0.08% | 112 |
|
|
2020
Q1 | – | Sell |
-1,572
| Closed | -$257K | – | 133 |
|
|
2019
Q4 | $257K | Buy |
+1,572
| New | +$257K | 0.09% | 120 |
|
|
2016
Q2 | – | Sell |
-2,434
| Closed | -$255K | – | 96 |
|
|
2016
Q1 | $255K | Buy |
+2,434
| New | +$255K | 0.14% | 79 |
|