IRON Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
38,577
+350
| +0.9% | +$106K | 6.08% | 3 |
|
|
2025
Q1 | $10.5M | Sell |
38,227
-260
| -0.7% | -$71.5K | 5.89% | 5 |
|
|
2024
Q4 | $11.2M | Sell |
38,487
-1,653
| -4% | -$479K | 6.27% | 4 |
|
|
2024
Q3 | $11.4M | Sell |
40,140
-770
| -2% | -$218K | 6.19% | 4 |
|
|
2024
Q2 | $10.9M | Sell |
40,910
-283
| -0.7% | -$75.7K | 6.14% | 4 |
|
|
2024
Q1 | $10.7M | Sell |
41,193
-629
| -2% | -$163K | 5.97% | 4 |
|
|
2023
Q4 | $9.92M | Sell |
41,822
-1,308
| -3% | -$310K | 5.63% | 4 |
|
|
2023
Q3 | $9.16M | Sell |
43,130
-481
| -1% | -$102K | 5.32% | 4 |
|
|
2023
Q2 | $9.61M | Buy |
43,611
+1
| +0% | +$220 | 5.16% | 4 |
|
|
2023
Q1 | $8.9M | Buy |
43,610
+94
| +0.2% | +$19.2K | 4.89% | 6 |
|
|
2022
Q4 | $8.32M | Sell |
43,516
-189
| -0.4% | -$36.1K | 4.78% | 6 |
|
|
2022
Q3 | $7.84M | Sell |
43,705
-219
| -0.5% | -$39.3K | 4.31% | 6 |
|
|
2022
Q2 | $8.29M | Sell |
43,924
-1,472
| -3% | -$278K | 4.34% | 7 |
|
|
2022
Q1 | $10.3M | Sell |
45,396
-379
| -0.8% | -$86.3K | 4.76% | 6 |
|
|
2021
Q4 | $11.1M | Sell |
45,775
-181
| -0.4% | -$43.7K | 4.93% | 5 |
|
|
2021
Q3 | $10.2M | Sell |
45,956
-749
| -2% | -$166K | 4.9% | 4 |
|
|
2021
Q2 | $10.4M | Sell |
46,705
-515
| -1% | -$115K | 4.87% | 4 |
|
|
2021
Q1 | $9.76M | Sell |
47,220
-4,303
| -8% | -$889K | 5.15% | 4 |
|
|
2020
Q4 | $10M | Sell |
51,523
-480
| -0.9% | -$93.4K | 5.05% | 6 |
|
|
2020
Q3 | $8.86M | Sell |
52,003
-2,466
| -5% | -$420K | 4.89% | 6 |
|
|
2020
Q2 | $8.53M | Sell |
54,469
-3,976
| -7% | -$622K | 4.39% | 6 |
|
|
2020
Q1 | $7.53M | Buy |
58,445
+111
| +0.2% | +$14.3K | 4.72% | 6 |
|
|
2019
Q4 | $9.55M | Sell |
58,334
-5,475
| -9% | -$896K | 4.55% | 9 |
|
|
2019
Q3 | $9.64M | Sell |
63,809
-7,075
| -10% | -$1.07M | 7.18% | 3 |
|
|
2019
Q2 | $10.3M | Sell |
70,884
-1,896
| -3% | -$274K | 9.57% | 4 |
|
|
2019
Q1 | $10.5M | Sell |
72,780
-3,102
| -4% | -$449K | 6.66% | 7 |
|
|
2018
Q4 | $9.69M | Buy |
75,882
+4
| +0% | +$511 | 7.54% | 5 |
|
|
2018
Q3 | $11.4M | Sell |
75,878
-14,108
| -16% | -$2.11M | 7.62% | 4 |
|
|
2018
Q2 | $12.6M | Sell |
89,986
-42,979
| -32% | -$6.04M | 6.86% | 6 |
|
|
2018
Q1 | $18M | Sell |
132,965
-19,575
| -13% | -$2.66M | 11.58% | 2 |
|
|
2017
Q4 | $20.9M | Buy |
152,540
+1,582
| +1% | +$217K | 14.55% | 1 |
|
|
2017
Q3 | $19.6M | Buy |
150,958
+208
| +0.1% | +$26.9K | 14.91% | 1 |
|
|
2017
Q2 | $18.8M | Sell |
150,750
-1,573
| -1% | -$196K | 16.63% | 1 |
|
|
2017
Q1 | $18.5M | Sell |
152,323
-1,563
| -1% | -$190K | 13.32% | 1 |
|
|
2016
Q4 | $17.7M | Sell |
153,886
-12,438
| -7% | -$1.43M | 12.12% | 2 |
|
|
2016
Q3 | $18.5M | Buy |
166,324
+1,676
| +1% | +$187K | 22.61% | 1 |
|
|
2016
Q2 | $17.6M | Buy |
164,648
+26
| +0% | +$2.79K | 22.73% | 1 |
|
|
2016
Q1 | $17.3M | Buy |
164,622
+12,654
| +8% | +$1.33M | 17.42% | 1 |
|
|
2015
Q4 | $15.9M | Buy |
151,968
+4,085
| +3% | +$426K | 13.48% | 1 |
|
|
2015
Q3 | $14.6M | Buy |
147,883
+695
| +0.5% | +$68.6K | 9.72% | 2 |
|
|
2015
Q2 | $15.8M | Buy |
147,188
+1,401
| +1% | +$150K | 14.85% | 1 |
|
|
2015
Q1 | $15.6M | Buy |
145,787
+911
| +0.6% | +$97.7K | 12.21% | 2 |
|
|
2014
Q4 | $154K | Buy |
144,876
+39,626
| +38% | +$42K | 15.53% | 1 |
|
|
2014
Q3 | $10.7M | Buy |
105,250
+1,394
| +1% | +$141K | 13.59% | 1 |
|
|
2014
Q2 | $10.6M | Buy |
103,856
+514
| +0.5% | +$52.3K | 9.34% | 2 |
|
|
2014
Q1 | $10.1M | Sell |
103,342
-890
| -0.9% | -$86.8K | 7.66% | 2 |
|
|
2013
Q4 | $10M | Buy |
+104,232
| New | +$10M | 10.2% | 2 |
|