IHWM
Iron Horse Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
65,935
+1,889
| +3% | +$311K | 3.2% | 14 |
|
|
2025
Q1 | $10.3M | Buy |
64,046
+3,390
| +6% | +$544K | 3.3% | 14 |
|
|
2024
Q4 | $9.81M | Buy |
60,656
+1,512
| +3% | +$245K | 3.29% | 14 |
|
|
2024
Q3 | $9.92M | Buy |
59,144
+2,375
| +4% | +$398K | 3.39% | 13 |
|
|
2024
Q2 | $8.54M | Buy |
56,769
+1,562
| +3% | +$235K | 3.26% | 14 |
|
|
2024
Q1 | $8.61M | Buy |
55,207
+2,643
| +5% | +$412K | 3.4% | 14 |
|
|
2023
Q4 | $7.62M | Buy |
52,564
+1,923
| +4% | +$279K | 3.33% | 14 |
|
|
2023
Q3 | $6.63M | Buy |
50,641
+2,051
| +4% | +$269K | 3.26% | 14 |
|
|
2023
Q2 | $6.72M | Buy |
48,590
+10,618
| +28% | +$1.47M | 3.3% | 15 |
|
|
2023
Q1 | $5.09M | Buy |
37,972
+1,795
| +5% | +$241K | 2.54% | 17 |
|
|
2022
Q4 | $4.89M | Buy |
36,177
+20,905
| +137% | +$2.83M | 2.64% | 17 |
|
|
2022
Q3 | $1.86M | Sell |
15,272
-19,065
| -56% | -$2.32M | 2.68% | 17 |
|
|
2022
Q2 | $4.45M | Buy |
34,337
+2,378
| +7% | +$308K | 2.53% | 18 |
|
|
2022
Q1 | $4.78M | Buy |
31,959
+1,906
| +6% | +$285K | 2.62% | 18 |
|
|
2021
Q4 | $4.52M | Buy |
30,053
+1,515
| +5% | +$228K | 2.54% | 17 |
|
|
2021
Q3 | $3.98M | Buy |
28,538
+2,228
| +8% | +$311K | 2.47% | 17 |
|
|
2021
Q2 | $3.7M | Buy |
26,310
+793
| +3% | +$111K | 2.44% | 17 |
|
|
2021
Q1 | $3.44M | Buy |
25,517
+1,325
| +5% | +$179K | 2.58% | 14 |
|
|
2020
Q4 | $2.88M | Buy |
+24,192
| New | +$2.88M | 2.3% | 15 |
|