IHWM
Iron Horse Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
56,640
+1,351
| +2% | +$378K | 4.68% | 8 |
|
|
2025
Q1 | $14.3M | Buy |
55,289
+2,279
| +4% | +$589K | 4.59% | 11 |
|
|
2024
Q4 | $14M | Buy |
53,010
+1,571
| +3% | +$415K | 4.7% | 11 |
|
|
2024
Q3 | $13.6M | Buy |
51,439
+2,309
| +5% | +$609K | 4.64% | 11 |
|
|
2024
Q2 | $11.9M | Buy |
49,130
+1,433
| +3% | +$347K | 4.54% | 11 |
|
|
2024
Q1 | $11.9M | Buy |
47,697
+1,919
| +4% | +$479K | 4.71% | 11 |
|
|
2023
Q4 | $10.6M | Buy |
45,778
+1,740
| +4% | +$405K | 4.66% | 11 |
|
|
2023
Q3 | $9.17M | Buy |
44,038
+1,662
| +4% | +$346K | 4.5% | 11 |
|
|
2023
Q2 | $9.33M | Buy |
42,376
+1,447
| +4% | +$319K | 4.58% | 11 |
|
|
2023
Q1 | $8.63M | Buy |
40,929
+1,913
| +5% | +$403K | 4.31% | 10 |
|
|
2022
Q4 | $7.95M | Buy |
39,016
+22,842
| +141% | +$4.66M | 4.29% | 10 |
|
|
2022
Q3 | $3.04M | Sell |
16,174
-21,074
| -57% | -$3.96M | 4.39% | 10 |
|
|
2022
Q2 | $7.34M | Buy |
37,248
+3,967
| +12% | +$781K | 4.18% | 10 |
|
|
2022
Q1 | $7.92M | Buy |
33,281
+2,852
| +9% | +$678K | 4.34% | 9 |
|
|
2021
Q4 | $7.75M | Buy |
30,429
+277
| +0.9% | +$70.6K | 4.35% | 10 |
|
|
2021
Q3 | $7.14M | Buy |
30,152
+2,058
| +7% | +$487K | 4.43% | 9 |
|
|
2021
Q2 | $6.67M | Buy |
28,094
+2,376
| +9% | +$564K | 4.4% | 9 |
|
|
2021
Q1 | $5.69M | Buy |
25,718
+1,258
| +5% | +$278K | 4.26% | 9 |
|
|
2020
Q4 | $5.06M | Buy |
+24,460
| New | +$5.06M | 4.05% | 9 |
|