Ironwood Financial’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Hold |
6,441
| – | – | 0.31% | 69 |
|
|
2025
Q1 | $1.43M | Sell |
6,441
-147
| -2% | -$32.6K | 0.31% | 69 |
|
|
2024
Q4 | $1.58M | Sell |
6,588
-32
| -0.5% | -$7.69K | 0.33% | 61 |
|
|
2024
Q3 | $1.57M | Buy |
6,620
+36
| +0.5% | +$8.54K | 0.33% | 62 |
|
|
2024
Q2 | $1.44M | Buy |
6,584
+94
| +1% | +$20.5K | 0.32% | 62 |
|
|
2024
Q1 | $1.48M | Buy |
6,490
+151
| +2% | +$34.5K | 0.34% | 60 |
|
|
2023
Q4 | $1.35M | Buy |
6,339
+1,710
| +37% | +$365K | 0.33% | 60 |
|
|
2023
Q3 | $875K | Buy |
4,629
+844
| +22% | +$160K | 0.24% | 63 |
|
|
2023
Q2 | $753K | Buy |
3,785
+301
| +9% | +$59.9K | 0.2% | 72 |
|
|
2023
Q1 | $660K | Buy |
3,484
+515
| +17% | +$97.6K | 0.18% | 79 |
|
|
2022
Q4 | $545K | Buy |
2,969
+572
| +24% | +$105K | 0.17% | 84 |
|
|
2022
Q3 | $410K | Buy |
2,397
+508
| +27% | +$86.9K | 0.14% | 84 |
|
|
2022
Q2 | $333K | Buy |
1,889
+432
| +30% | +$76.2K | 0.11% | 93 |
|
|
2022
Q1 | $310K | Sell |
1,457
-35
| -2% | -$7.45K | 0.09% | 100 |
|
|
2021
Q4 | $337K | Buy |
1,492
+232
| +18% | +$52.4K | 0.09% | 98 |
|
|
2021
Q3 | $276K | Hold |
1,260
| – | – | 0.08% | 101 |
|
|
2021
Q2 | $284K | Buy |
1,260
+135
| +12% | +$30.4K | 0.09% | 96 |
|
|
2021
Q1 | $241K | Sell |
1,125
-15
| -1% | -$3.21K | 0.08% | 100 |
|
|
2020
Q4 | $222K | Sell |
1,140
-308
| -21% | -$60K | 0.08% | 96 |
|
|
2020
Q3 | $223K | Hold |
1,448
| – | – | 0.11% | 56 |
|
|
2020
Q2 | $211K | Hold |
1,448
| – | – | 0.11% | 52 |
|
|
2020
Q1 | $167K | Sell |
1,448
-1,619
| -53% | -$187K | 0.11% | 37 |
|
|
2019
Q4 | $508K | Buy |
3,067
+6
| +0.2% | +$994 | 0.23% | 33 |
|
|
2019
Q3 | $471K | Sell |
3,061
-75
| -2% | -$11.5K | 0.23% | 33 |
|
|
2019
Q2 | $491K | Hold |
3,136
| – | – | 0.24% | 38 |
|
|
2019
Q1 | $479K | Sell |
3,136
-60
| -2% | -$9.17K | 0.25% | 40 |
|
|
2018
Q4 | $422K | Sell |
3,196
-28
| -0.9% | -$3.7K | 0.24% | 40 |
|
|
2018
Q3 | $524K | Buy |
3,224
+59
| +2% | +$9.59K | 0.28% | 39 |
|
|
2018
Q2 | $493K | Buy |
3,165
+435
| +16% | +$67.8K | 0.29% | 34 |
|
|
2018
Q1 | $401K | Hold |
2,730
| – | – | 0.44% | 27 |
|
|
2017
Q4 | $403K | Buy |
2,730
+13
| +0.5% | +$1.92K | 0.24% | 36 |
|
|
2017
Q3 | $384K | Hold |
2,717
| – | – | 0.24% | 37 |
|
|
2017
Q2 | $368K | Hold |
2,717
| – | – | 0.24% | 34 |
|
|
2017
Q1 | $362K | Sell |
2,717
-343
| -11% | -$45.7K | 0.24% | 34 |
|
|
2016
Q4 | $395K | Sell |
3,060
-282
| -8% | -$36.4K | 0.28% | 35 |
|
|
2016
Q3 | $408K | Hold |
3,342
| – | – | 0.29% | 36 |
|
|
2016
Q2 | $387K | Hold |
3,342
| – | – | 0.29% | 37 |
|
|
2016
Q1 | $373K | Buy |
+3,342
| New | +$373K | 0.29% | 36 |
|
|
2015
Q3 | $375K | Sell |
3,477
-20
| -0.6% | -$2.16K | 0.18% | 53 |
|
|
2015
Q2 | $425K | Buy |
3,497
+293
| +9% | +$35.6K | 0.2% | 49 |
|
|
2015
Q1 | $393K | Hold |
3,204
| – | – | 0.19% | 52 |
|
|
2014
Q4 | $374K | Buy |
+3,204
| New | +$374K | 0.21% | 51 |
|