IHWM
Iron Horse Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
64,955
+2,110
| +3% | +$500K | 4.54% | 10 |
|
|
2025
Q1 | $13.9M | Buy |
62,845
+2,805
| +5% | +$622K | 4.47% | 12 |
|
|
2024
Q4 | $14.4M | Buy |
60,040
+1,738
| +3% | +$418K | 4.84% | 10 |
|
|
2024
Q3 | $13.8M | Buy |
58,302
+2,650
| +5% | +$629K | 4.73% | 10 |
|
|
2024
Q2 | $12.1M | Buy |
55,652
+1,666
| +3% | +$363K | 4.63% | 10 |
|
|
2024
Q1 | $12.3M | Buy |
53,986
+1,801
| +3% | +$412K | 4.88% | 10 |
|
|
2023
Q4 | $11.1M | Buy |
52,185
+2,221
| +4% | +$474K | 4.87% | 10 |
|
|
2023
Q3 | $9.45M | Buy |
49,964
+2,014
| +4% | +$381K | 4.64% | 10 |
|
|
2023
Q2 | $9.54M | Sell |
47,950
-9,618
| -17% | -$1.91M | 4.69% | 10 |
|
|
2023
Q1 | $10.9M | Buy |
57,568
+2,502
| +5% | +$474K | 5.45% | 8 |
|
|
2022
Q4 | $10.1M | Buy |
55,066
+32,422
| +143% | +$5.95M | 5.46% | 8 |
|
|
2022
Q3 | $3.87M | Sell |
22,644
-29,631
| -57% | -$5.06M | 5.59% | 8 |
|
|
2022
Q2 | $9.21M | Buy |
52,275
+6,141
| +13% | +$1.08M | 5.24% | 7 |
|
|
2022
Q1 | $9.8M | Buy |
46,134
+4,517
| +11% | +$960K | 5.38% | 7 |
|
|
2021
Q4 | $9.41M | Buy |
41,617
+4,240
| +11% | +$958K | 5.28% | 8 |
|
|
2021
Q3 | $8.17M | Buy |
37,377
+2,960
| +9% | +$647K | 5.07% | 7 |
|
|
2021
Q2 | $7.75M | Buy |
34,417
+2,899
| +9% | +$653K | 5.11% | 7 |
|
|
2021
Q1 | $6.75M | Buy |
31,518
+389
| +1% | +$83.3K | 5.05% | 7 |
|
|
2020
Q4 | $6.06M | Buy |
+31,129
| New | +$6.06M | 4.85% | 7 |
|