IPW
IronBridge Private Wealth’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $420K | Hold |
1,635
| – | – | 0.17% | 37 |
|
2024
Q4 | $441K | Hold |
1,635
| – | – | 0.16% | 35 |
|
2024
Q3 | $430K | Hold |
1,635
| – | – | 0.16% | 37 |
|
2024
Q2 | $408K | Hold |
1,635
| – | – | 0.15% | 35 |
|
2024
Q1 | $392K | Hold |
1,635
| – | – | 0.16% | 37 |
|
2023
Q4 | $357K | Buy |
+1,635
| New | +$357K | 0.17% | 37 |
|