IRON Financial’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
796
| – | – | 0.18% | 76 |
|
|
2025
Q1 | $295K | Buy |
796
+1
| +0.1% | +$371 | 0.17% | 77 |
|
|
2024
Q4 | $326K | Buy |
795
+1
| +0.1% | +$410 | 0.18% | 71 |
|
|
2024
Q3 | $305K | Buy |
794
+2
| +0.3% | +$767 | 0.17% | 75 |
|
|
2024
Q2 | $296K | Hold |
792
| – | – | 0.17% | 77 |
|
|
2024
Q1 | $272K | Buy |
792
+1
| +0.1% | +$344 | 0.15% | 79 |
|
|
2023
Q4 | $246K | Buy |
791
+2
| +0.3% | +$621 | 0.14% | 83 |
|
|
2023
Q3 | $215K | Buy |
789
+1
| +0.1% | +$272 | 0.12% | 89 |
|
|
2023
Q2 | $223K | Buy |
+788
| New | +$223K | 0.12% | 87 |
|
|
2022
Q2 | – | Sell |
-843
| Closed | -$242K | – | 112 |
|
|
2022
Q1 | $242K | Sell |
843
-39
| -4% | -$11.2K | 0.11% | 91 |
|
|
2021
Q4 | $283K | Buy |
882
+1
| +0.1% | +$321 | 0.13% | 90 |
|
|
2021
Q3 | $256K | Buy |
881
+1
| +0.1% | +$291 | 0.12% | 92 |
|
|
2021
Q2 | $252K | Sell |
880
-2,013
| -70% | -$576K | 0.12% | 88 |
|
|
2021
Q1 | $744K | Sell |
2,893
-199
| -6% | -$51.2K | 0.39% | 32 |
|
|
2020
Q4 | $783K | Buy |
3,092
+45
| +1% | +$11.4K | 0.39% | 31 |
|
|
2020
Q3 | $694K | Sell |
3,047
-58
| -2% | -$13.2K | 0.38% | 32 |
|
|
2020
Q2 | $627K | Sell |
3,105
-616
| -17% | -$124K | 0.32% | 36 |
|
|
2020
Q1 | $583K | Buy |
3,721
+1,150
| +45% | +$180K | 0.36% | 33 |
|
|
2019
Q4 | $468K | Buy |
2,571
+19
| +0.7% | +$3.46K | 0.22% | 65 |
|
|
2019
Q3 | $424K | Sell |
2,552
-40
| -2% | -$6.65K | 0.32% | 58 |
|
|
2019
Q2 | $405K | Buy |
2,592
+429
| +20% | +$67K | 0.38% | 56 |
|
|
2019
Q1 | $338K | Hold |
2,163
| – | – | 0.21% | 64 |
|
|
2018
Q4 | $291K | Sell |
2,163
-354
| -14% | -$47.6K | 0.23% | 61 |
|
|
2018
Q3 | $405K | Buy |
2,517
+1,107
| +79% | +$178K | 0.27% | 54 |
|
|
2018
Q2 | $211K | Buy |
+1,410
| New | +$211K | 0.11% | 84 |
|