Ironwood Financial’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Hold |
6,873
| – | – | 0.38% | 54 |
|
|
2025
Q1 | $1.78M | Sell |
6,873
-109
| -2% | -$28.2K | 0.38% | 54 |
|
|
2024
Q4 | $1.84M | Hold |
6,982
| – | – | 0.39% | 52 |
|
|
2024
Q3 | $1.84M | Sell |
6,982
-34
| -0.5% | -$8.97K | 0.39% | 53 |
|
|
2024
Q2 | $1.7M | Buy |
7,016
+141
| +2% | +$34.1K | 0.38% | 52 |
|
|
2024
Q1 | $1.72M | Buy |
6,875
+104
| +2% | +$26K | 0.4% | 53 |
|
|
2023
Q4 | $1.58M | Buy |
6,771
+1,211
| +22% | +$282K | 0.38% | 56 |
|
|
2023
Q3 | $1.16M | Buy |
5,560
+1,297
| +30% | +$270K | 0.31% | 56 |
|
|
2023
Q2 | $939K | Buy |
4,263
+401
| +10% | +$88.3K | 0.25% | 63 |
|
|
2023
Q1 | $815K | Buy |
3,862
+695
| +22% | +$147K | 0.23% | 69 |
|
|
2022
Q4 | $645K | Buy |
3,167
+256
| +9% | +$52.2K | 0.2% | 77 |
|
|
2022
Q3 | $547K | Buy |
2,911
+788
| +37% | +$148K | 0.18% | 72 |
|
|
2022
Q2 | $418K | Buy |
2,123
+611
| +40% | +$120K | 0.13% | 84 |
|
|
2022
Q1 | $360K | Sell |
1,512
-50
| -3% | -$11.9K | 0.1% | 93 |
|
|
2021
Q4 | $398K | Buy |
1,562
+224
| +17% | +$57.1K | 0.11% | 93 |
|
|
2021
Q3 | $317K | Hold |
1,338
| – | – | 0.09% | 95 |
|
|
2021
Q2 | $318K | Buy |
1,338
+182
| +16% | +$43.3K | 0.1% | 93 |
|
|
2021
Q1 | $256K | Sell |
1,156
-20
| -2% | -$4.43K | 0.08% | 96 |
|
|
2020
Q4 | $243K | Sell |
1,176
-320
| -21% | -$66.1K | 0.09% | 92 |
|
|
2020
Q3 | $264K | Sell |
1,496
-160
| -10% | -$28.2K | 0.13% | 53 |
|
|
2020
Q2 | $271K | Hold |
1,656
| – | – | 0.15% | 50 |
|
|
2020
Q1 | $218K | Sell |
1,656
-2,543
| -61% | -$335K | 0.15% | 32 |
|
|
2019
Q4 | $748K | Sell |
4,199
-15
| -0.4% | -$2.67K | 0.34% | 31 |
|
|
2019
Q3 | $706K | Buy |
4,214
+935
| +29% | +$157K | 0.34% | 28 |
|
|
2019
Q2 | $548K | Sell |
3,279
-18
| -0.5% | -$3.01K | 0.27% | 35 |
|
|
2019
Q1 | $530K | Sell |
3,297
-96
| -3% | -$15.4K | 0.27% | 38 |
|
|
2018
Q4 | $469K | Hold |
3,393
| – | – | 0.26% | 36 |
|
|
2018
Q3 | $557K | Buy |
3,393
+52
| +2% | +$8.54K | 0.3% | 38 |
|
|
2018
Q2 | $527K | Hold |
3,341
| – | – | 0.31% | 33 |
|
|
2018
Q1 | $515K | Sell |
3,341
-13
| -0.4% | -$2K | 0.56% | 23 |
|
|
2017
Q4 | $519K | Sell |
3,354
-60
| -2% | -$9.28K | 0.31% | 33 |
|
|
2017
Q3 | $502K | Sell |
3,414
-24
| -0.7% | -$3.53K | 0.31% | 34 |
|
|
2017
Q2 | $490K | Hold |
3,438
| – | – | 0.32% | 31 |
|
|
2017
Q1 | $479K | Sell |
3,438
-51
| -1% | -$7.11K | 0.32% | 33 |
|
|
2016
Q4 | $459K | Sell |
3,489
-162
| -4% | -$21.3K | 0.32% | 34 |
|
|
2016
Q3 | $473K | Hold |
3,651
| – | – | 0.34% | 33 |
|
|
2016
Q2 | $451K | Sell |
3,651
-149
| -4% | -$18.4K | 0.34% | 32 |
|
|
2016
Q1 | $461K | Buy |
+3,800
| New | +$461K | 0.36% | 32 |
|
|
2015
Q3 | $634K | Sell |
5,437
-70
| -1% | -$8.16K | 0.31% | 42 |
|
|
2015
Q2 | $702K | Buy |
5,507
+319
| +6% | +$40.7K | 0.33% | 41 |
|
|
2015
Q1 | $688K | Sell |
5,188
-39
| -0.7% | -$5.17K | 0.33% | 43 |
|
|
2014
Q4 | $646K | Buy |
+5,227
| New | +$646K | 0.36% | 42 |
|