IHWM
Iron Horse Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
9,784
-55
| -0.6% | -$10.7K | 0.56% | 17 |
|
|
2025
Q1 | $1.83M | Sell |
9,839
-40,075
| -80% | -$7.47M | 0.59% | 17 |
|
|
2024
Q4 | $9.89M | Buy |
49,914
+1,333
| +3% | +$264K | 3.32% | 13 |
|
|
2024
Q3 | $9.75M | Buy |
48,581
+1,757
| +4% | +$353K | 3.33% | 14 |
|
|
2024
Q2 | $8.55M | Buy |
46,824
+1,294
| +3% | +$236K | 3.26% | 13 |
|
|
2024
Q1 | $8.74M | Buy |
45,530
+1,743
| +4% | +$334K | 3.45% | 13 |
|
|
2023
Q4 | $7.88M | Buy |
43,787
+1,393
| +3% | +$251K | 3.45% | 13 |
|
|
2023
Q3 | $6.76M | Buy |
42,394
+1,436
| +4% | +$229K | 3.32% | 13 |
|
|
2023
Q2 | $6.77M | Buy |
40,958
+3,368
| +9% | +$557K | 3.33% | 14 |
|
|
2023
Q1 | $5.97M | Buy |
37,590
+1,381
| +4% | +$219K | 2.98% | 15 |
|
|
2022
Q4 | $5.75M | Buy |
36,209
+21,423
| +145% | +$3.4M | 3.1% | 15 |
|
|
2022
Q3 | $2.12M | Sell |
14,786
-19,721
| -57% | -$2.83M | 3.06% | 16 |
|
|
2022
Q2 | $5.17M | Buy |
34,507
+2,952
| +9% | +$442K | 2.94% | 17 |
|
|
2022
Q1 | $5.55M | Buy |
31,555
+1,788
| +6% | +$315K | 3.05% | 17 |
|
|
2021
Q4 | $5.32M | Buy |
29,767
+1,490
| +5% | +$266K | 2.99% | 15 |
|
|
2021
Q3 | $4.79M | Buy |
28,277
+2,409
| +9% | +$408K | 2.97% | 16 |
|
|
2021
Q2 | $4.49M | Buy |
25,868
+1,253
| +5% | +$218K | 2.96% | 15 |
|
|
2021
Q1 | $4.08M | Buy |
24,615
+1,157
| +5% | +$192K | 3.05% | 13 |
|
|
2020
Q4 | $3.34M | Buy |
+23,458
| New | +$3.34M | 2.67% | 13 |
|