Iron Horse Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Hold
845
0.08% 48
2025
Q1
$232K Hold
845
0.07% 49
2024
Q4
$245K Buy
845
+50
+6% +$14.5K 0.08% 44
2024
Q3
$225K Hold
795
0.08% 45
2024
Q2
$213K Buy
795
+330
+71% +$88.3K 0.08% 43
2024
Q1
$121K Buy
+465
New +$121K 0.05% 55
2022
Q3
Sell
-53
Closed -$10K 289
2022
Q2
$10K Buy
+53
New +$10K 0.01% 124
2021
Q2
Sell
-89
Closed -$18K 215
2021
Q1
$18K Buy
89
+1
+1% +$202 0.01% 90
2020
Q4
$17K Buy
+88
New +$17K 0.01% 93