IPW
IronBridge Private Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.75M | Buy |
6,360
+22
| +0.3% | +$6.05K | 0.69% | 30 |
|
|
2024
Q4 | $1.84M | Buy |
6,338
+35
| +0.6% | +$10.1K | 0.67% | 31 |
|
|
2024
Q3 | $1.78M | Buy |
6,303
+22
| +0.4% | +$6.23K | 0.67% | 32 |
|
|
2024
Q2 | $1.68M | Hold |
6,281
| – | – | 0.63% | 31 |
|
|
2024
Q1 | $1.63M | Buy |
6,281
+21
| +0.3% | +$5.46K | 0.68% | 33 |
|
|
2023
Q4 | $1.48M | Buy |
6,260
+22
| +0.4% | +$5.22K | 0.72% | 33 |
|
|
2023
Q3 | $1.32M | Sell |
6,238
-6
| -0.1% | -$1.27K | 0.72% | 28 |
|
|
2023
Q2 | $1.38M | Sell |
6,244
-389
| -6% | -$85.7K | 0.77% | 28 |
|
|
2023
Q1 | $1.35M | Buy |
+6,633
| New | +$1.35M | 0.87% | 24 |
|