Iron Horse Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Iron Horse Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Sell	1,854 -12	-0.6%	-$6.31K	0.31%	21
2025 Q1	$959K	Buy	1,866 +20	+1%	+$10.8K	0.31%	21
2024 Q4	$995K	Buy	1,846 +347	+23%	+$188K	0.33%	18
2024 Q3	$791K	Buy	1,499 +310	+26%	+$158K	0.27%	19
2024 Q2	$595K	Sell	1,189 -16	-1%	-$7.7K	0.23%	21
2024 Q1	$579K	Sell	1,205 -2	-0.2%	-$915	0.23%	21
2023 Q4	$527K	Buy	1,207 +327	+37%	+$134K	0.23%	22
2023 Q3	$346K	Buy	+880	New	+$360K	0.17%	29
2022 Q3	–	Sell	-2	Closed	-$1K	–	286
2022 Q2	$1K	Buy	+2	New	+$753	﹤0.01%	240
2021 Q2	–	Sell	-30	Closed	-$11K	–	214
2021 Q1	$11K	Hold	30	–	–	0.01%	106
2020 Q4	$10K	Buy	+30	New	+$9.78K	0.01%	105

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Iron Horse Wealth Management's VOO Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.64% in Q2 2025, selling an estimated $6.31K and leaving 1,854 shares worth $1.05M. The position accounts for 0.31% of the portfolio, ranked #21.

Iron Horse Wealth Management first reported a position in VOO in Q4 2020 and has held it in 11 quarters since. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Iron Horse Wealth Management held 1,854 shares of Vanguard S&P 500 ETF worth $1.05M as of Q2 2025.
Iron Horse Wealth Management sold 12 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $6.31K.
Vanguard S&P 500 ETF made up 0.31% of Iron Horse Wealth Management's portfolio in Q2 2025, its #21 holding.
Iron Horse Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 11 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.