Iron Horse Wealth Management’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
1,653
+80
| +5% | +$14.1K | 0.09% | 41 |
|
|
2025
Q1 | $272K | Sell |
1,573
-35
| -2% | -$6.05K | 0.09% | 40 |
|
|
2024
Q4 | $272K | Hold |
1,608
| – | – | 0.09% | 37 |
|
|
2024
Q3 | $281K | Sell |
1,608
-35
| -2% | -$6.11K | 0.1% | 37 |
|
|
2024
Q2 | $264K | Sell |
1,643
-70
| -4% | -$11.2K | 0.1% | 37 |
|
|
2024
Q1 | $279K | Buy |
1,713
+208
| +14% | +$33.9K | 0.11% | 33 |
|
|
2023
Q4 | $225K | Hold |
1,505
| – | – | 0.1% | 37 |
|
|
2023
Q3 | $208K | Buy |
1,505
+115
| +8% | +$15.9K | 0.1% | 37 |
|
|
2023
Q2 | $198K | Sell |
1,390
-482
| -26% | -$68.5K | 0.1% | 36 |
|
|
2023
Q1 | $259K | Buy |
1,872
+32
| +2% | +$4.42K | 0.13% | 33 |
|
|
2022
Q4 | $258K | Buy |
1,840
+1,366
| +288% | +$192K | 0.14% | 34 |
|
|
2022
Q3 | $59K | Sell |
474
-1,400
| -75% | -$174K | 0.09% | 39 |
|
|
2022
Q2 | $247K | Hold |
1,874
| – | – | 0.14% | 31 |
|
|
2022
Q1 | $277K | Sell |
1,874
-565
| -23% | -$83.5K | 0.15% | 29 |
|
|
2021
Q4 | $359K | Hold |
2,439
| – | – | 0.2% | 27 |
|
|
2021
Q3 | $330K | Hold |
2,439
| – | – | 0.2% | 27 |
|
|
2021
Q2 | $335K | Buy |
2,439
+34
| +1% | +$4.67K | 0.22% | 28 |
|
|
2021
Q1 | $316K | Sell |
2,405
-75
| -3% | -$9.85K | 0.24% | 27 |
|
|
2020
Q4 | $295K | Buy |
+2,480
| New | +$295K | 0.24% | 27 |
|