IronBridge Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$380K Buy
2025
Q2
$333K Buy
2025
Q1
$283K Buy
2022
Q1
Sell
2021
Q4
$175K Sell
2021
Q3
$164K Hold
2021
Q2
$163K Buy
2021
Q1
$5K Hold
2020
Q4
$5K Buy