IHWM
Iron Horse Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34M | Buy |
85,811
+1,377
| +2% | +$546K | 10.04% | 3 |
|
2025
Q1 | $28.2M | Sell |
84,434
-3,874
| -4% | -$1.3M | 9.07% | 3 |
|
2024
Q4 | $32.3M | Buy |
88,308
+1,947
| +2% | +$713K | 10.85% | 2 |
|
2024
Q3 | $29.8M | Buy |
86,361
+2,982
| +4% | +$1.03M | 10.19% | 2 |
|
2024
Q2 | $27.8M | Buy |
83,379
+1,223
| +1% | +$408K | 10.62% | 1 |
|
2024
Q1 | $25M | Buy |
82,156
+568
| +0.7% | +$173K | 9.9% | 2 |
|
2023
Q4 | $22.1M | Buy |
81,588
+2,557
| +3% | +$692K | 9.66% | 2 |
|
2023
Q3 | $19.5M | Buy |
79,031
+2,982
| +4% | +$736K | 9.58% | 2 |
|
2023
Q2 | $19.3M | Sell |
76,049
-2,299
| -3% | -$584K | 9.49% | 2 |
|
2023
Q1 | $18.1M | Buy |
78,348
+6,534
| +9% | +$1.51M | 9.02% | 2 |
|
2022
Q4 | $15.1M | Buy |
71,814
+43,079
| +150% | +$9.09M | 8.18% | 2 |
|
2022
Q3 | $5.99M | Buy |
+28,735
| New | +$5.99M | 8.65% | 2 |
|