IHWM
Iron Horse Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
1,854
-12
| -0.6% | -$6.82K | 0.31% | 21 |
|
|
2025
Q1 | $959K | Buy |
1,866
+20
| +1% | +$10.3K | 0.31% | 21 |
|
|
2024
Q4 | $995K | Buy |
1,846
+347
| +23% | +$187K | 0.33% | 18 |
|
|
2024
Q3 | $791K | Buy |
1,499
+310
| +26% | +$164K | 0.27% | 19 |
|
|
2024
Q2 | $595K | Sell |
1,189
-16
| -1% | -$8K | 0.23% | 21 |
|
|
2024
Q1 | $579K | Sell |
1,205
-2
| -0.2% | -$961 | 0.23% | 21 |
|
|
2023
Q4 | $527K | Buy |
1,207
+327
| +37% | +$143K | 0.23% | 22 |
|
|
2023
Q3 | $346K | Buy |
+880
| New | +$346K | 0.17% | 29 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$1K | – | 286 |
|
|
2022
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 240 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$11K | – | 214 |
|
|
2021
Q1 | $11K | Hold |
30
| – | – | 0.01% | 106 |
|
|
2020
Q4 | $10K | Buy |
+30
| New | +$10K | 0.01% | 105 |
|