IHWM
Iron Horse Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Buy |
405,739
+5,576
| +1% | +$318K | 6.82% | 4 |
|
|
2025
Q1 | $20.3M | Buy |
400,163
+27,608
| +7% | +$1.4M | 6.53% | 5 |
|
|
2024
Q4 | $17.8M | Buy |
372,555
+17,834
| +5% | +$853K | 5.98% | 7 |
|
|
2024
Q3 | $18.7M | Buy |
354,721
+19,610
| +6% | +$1.04M | 6.4% | 7 |
|
|
2024
Q2 | $16.6M | Buy |
335,111
+12,464
| +4% | +$616K | 6.32% | 7 |
|
|
2024
Q1 | $16.2M | Buy |
322,647
+18,144
| +6% | +$910K | 6.4% | 7 |
|
|
2023
Q4 | $14.6M | Buy |
304,503
+14,151
| +5% | +$678K | 6.38% | 7 |
|
|
2023
Q3 | $12.7M | Buy |
290,352
+19,005
| +7% | +$831K | 6.23% | 7 |
|
|
2023
Q2 | $12.5M | Sell |
271,347
-19,004
| -7% | -$878K | 6.16% | 7 |
|
|
2023
Q1 | $13.1M | Sell |
290,351
-5,625
| -2% | -$254K | 6.55% | 6 |
|
|
2022
Q4 | $12.4M | Buy |
295,976
+169,965
| +135% | +$7.13M | 6.71% | 5 |
|
|
2022
Q3 | $4.58M | Sell |
126,011
-167,713
| -57% | -$6.1M | 6.61% | 6 |
|
|
2022
Q2 | $12M | Buy |
293,724
+33,102
| +13% | +$1.35M | 6.82% | 4 |
|
|
2022
Q1 | $12.5M | Buy |
260,622
+28,577
| +12% | +$1.37M | 6.87% | 3 |
|
|
2021
Q4 | $11.8M | Buy |
232,045
+27,627
| +14% | +$1.41M | 6.65% | 5 |
|
|
2021
Q3 | $10.3M | Buy |
204,418
+18,947
| +10% | +$957K | 6.4% | 5 |
|
|
2021
Q2 | $9.56M | Buy |
185,471
+25,354
| +16% | +$1.31M | 6.3% | 5 |
|
|
2021
Q1 | $7.86M | Buy |
160,117
+9,140
| +6% | +$449K | 5.89% | 5 |
|
|
2020
Q4 | $7.13M | Buy |
+150,977
| New | +$7.13M | 5.71% | 5 |
|