Ironwood Financial’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
1,266
| – | – | 0.14% | 97 |
|
|
2025
Q1 | $651K | Sell |
1,266
-403
| -24% | -$207K | 0.14% | 97 |
|
|
2024
Q4 | $899K | Buy |
1,669
+127
| +8% | +$68.4K | 0.19% | 76 |
|
|
2024
Q3 | $814K | Buy |
1,542
+75
| +5% | +$39.6K | 0.17% | 81 |
|
|
2024
Q2 | $734K | Buy |
1,467
+23
| +2% | +$11.5K | 0.16% | 89 |
|
|
2024
Q1 | $694K | Buy |
1,444
+11
| +0.8% | +$5.29K | 0.16% | 93 |
|
|
2023
Q4 | $626K | Buy |
1,433
+58
| +4% | +$25.3K | 0.15% | 95 |
|
|
2023
Q3 | $540K | Buy |
1,375
+245
| +22% | +$96.2K | 0.15% | 87 |
|
|
2023
Q2 | $460K | Hold |
1,130
| – | – | 0.12% | 99 |
|
|
2023
Q1 | $425K | Buy |
1,130
+65
| +6% | +$24.4K | 0.12% | 102 |
|
|
2022
Q4 | $374K | Buy |
+1,065
| New | +$374K | 0.12% | 102 |
|
|
2022
Q2 | – | Sell |
-487
| Closed | -$202K | – | 125 |
|
|
2022
Q1 | $202K | Sell |
487
-81
| -14% | -$33.6K | 0.06% | 121 |
|
|
2021
Q4 | $248K | Buy |
568
+4
| +0.7% | +$1.75K | 0.07% | 113 |
|
|
2021
Q3 | $222K | Hold |
564
| – | – | 0.07% | 112 |
|
|
2021
Q2 | $222K | Buy |
564
+466
| +476% | +$183K | 0.07% | 109 |
|
|
2021
Q1 | $36K | Hold |
98
| – | – | 0.01% | 203 |
|
|
2020
Q4 | $34K | Hold |
98
| – | – | 0.01% | 192 |
|
|
2020
Q3 | $30K | Hold |
98
| – | – | 0.02% | 149 |
|
|
2020
Q2 | $28K | Hold |
98
| – | – | 0.02% | 150 |
|
|
2020
Q1 | $23K | Hold |
98
| – | – | 0.02% | 140 |
|
|
2019
Q4 | $29K | Hold |
98
| – | – | 0.01% | 164 |
|
|
2019
Q3 | $27K | Hold |
98
| – | – | 0.01% | 171 |
|
|
2019
Q2 | $26K | Hold |
98
| – | – | 0.01% | 175 |
|
|
2019
Q1 | $25K | Hold |
98
| – | – | 0.01% | 173 |
|
|
2018
Q4 | $23K | Hold |
98
| – | – | 0.01% | 166 |
|
|
2018
Q3 | $26K | Buy |
+98
| New | +$26K | 0.01% | 170 |
|
|
2015
Q3 | $8K | Buy |
47
+14
| +42% | +$2.38K | ﹤0.01% | 226 |
|
|
2015
Q2 | $7K | Hold |
33
| – | – | ﹤0.01% | 223 |
|
|
2015
Q1 | $7K | Hold |
33
| – | – | ﹤0.01% | 228 |
|
|
2014
Q4 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 207 |
|