IHWM
Iron Horse Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Buy |
1,463
+144
| +11% | +$63.1K | 0.19% | 26 |
|
|
2025
Q1 | $489K | Sell |
1,319
-60
| -4% | -$22.2K | 0.16% | 29 |
|
|
2024
Q4 | $566K | Buy |
1,379
+35
| +3% | +$14.4K | 0.19% | 26 |
|
|
2024
Q3 | $516K | Hold |
1,344
| – | – | 0.18% | 26 |
|
|
2024
Q2 | $503K | Hold |
1,344
| – | – | 0.19% | 24 |
|
|
2024
Q1 | $463K | Buy |
1,344
+50
| +4% | +$17.2K | 0.18% | 25 |
|
|
2023
Q4 | $402K | Hold |
1,294
| – | – | 0.18% | 27 |
|
|
2023
Q3 | $352K | Buy |
1,294
+131
| +11% | +$35.7K | 0.17% | 26 |
|
|
2023
Q2 | $329K | Hold |
1,163
| – | – | 0.16% | 28 |
|
|
2023
Q1 | $290K | Sell |
1,163
-200
| -15% | -$49.9K | 0.14% | 29 |
|
|
2022
Q4 | $290K | Buy |
1,363
+739
| +118% | +$157K | 0.16% | 31 |
|
|
2022
Q3 | $134K | Sell |
624
-739
| -54% | -$159K | 0.19% | 25 |
|
|
2022
Q2 | $304K | Hold |
1,363
| – | – | 0.17% | 28 |
|
|
2022
Q1 | $392K | Sell |
1,363
-211
| -13% | -$60.7K | 0.22% | 26 |
|
|
2021
Q4 | $505K | Hold |
1,574
| – | – | 0.28% | 22 |
|
|
2021
Q3 | $457K | Sell |
1,574
-50
| -3% | -$14.5K | 0.28% | 24 |
|
|
2021
Q2 | $466K | Sell |
1,624
-1
| -0.1% | -$287 | 0.31% | 24 |
|
|
2021
Q1 | $418K | Buy |
1,625
+1
| +0.1% | +$257 | 0.31% | 24 |
|
|
2020
Q4 | $411K | Buy |
+1,624
| New | +$411K | 0.33% | 24 |
|