Ironwood Financial’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 | $838K | Buy |
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|
2025
Q2 | $651K | Hold |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $899K | Buy |
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|
2024
Q3 | $814K | Buy |
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|
2024
Q2 | $734K | Buy |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $540K | Buy |
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|
2023
Q2 | $460K | Hold |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $374K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $222K | Buy |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $30K | Hold |
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|
2020
Q2 | $28K | Hold |
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|
2020
Q1 | $23K | Hold |
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|
2019
Q4 | $29K | Hold |
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|
2019
Q3 | $27K | Hold |
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|
2019
Q2 | $26K | Hold |
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|
2019
Q1 | $25K | Hold |
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|
2018
Q4 | $23K | Hold |
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|
2018
Q3 | $26K | Buy |
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|
2015
Q3 | $8K | Buy |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $7K | Hold |
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|
2014
Q4 | $6K | Buy |
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