IronBridge Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $283K | Buy |
+550
| New | +$283K | 0.11% | 42 |
|
|
2022
Q1 | – | Sell |
-400
| Closed | -$175K | – | 290 |
|
|
2021
Q4 | $175K | Sell |
400
-15
| -4% | -$6.56K | 0.09% | 37 |
|
|
2021
Q3 | $164K | Hold |
415
| – | – | 0.09% | 35 |
|
|
2021
Q2 | $163K | Buy |
415
+400
| +2,667% | +$157K | 0.1% | 36 |
|
|
2021
Q1 | $5K | Hold |
15
| – | – | ﹤0.01% | 210 |
|
|
2020
Q4 | $5K | Buy |
+15
| New | +$5K | ﹤0.01% | 194 |
|