Ironwood Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.45M Hold
29,719
0.74% 36
2025
Q1
$3.45M Buy
29,719
+1,833
+7% +$213K 0.74% 36
2024
Q4
$3.28M Buy
27,886
+2,800
+11% +$329K 0.69% 38
2024
Q3
$3M Buy
25,086
+3,248
+15% +$389K 0.63% 40
2024
Q2
$2.46M Buy
21,838
+231
+1% +$26K 0.55% 44
2024
Q1
$2.39M Buy
21,607
+1,665
+8% +$184K 0.55% 43
2023
Q4
$2.05M Buy
19,942
+2,031
+11% +$209K 0.5% 43
2023
Q3
$1.67M Buy
17,911
+2,983
+20% +$278K 0.45% 41
2023
Q2
$1.45M Buy
14,928
+1,302
+10% +$126K 0.38% 49
2023
Q1
$1.25M Buy
13,626
+556
+4% +$51.2K 0.35% 55
2022
Q4
$1.13M Sell
13,070
-712
-5% -$61.4K 0.35% 53
2022
Q3
$1.09M Buy
13,782
+7
+0.1% +$552 0.36% 54
2022
Q2
$1.18M Buy
13,775
+777
+6% +$66.3K 0.38% 53
2022
Q1
$1.32M Buy
12,998
+803
+7% +$81.4K 0.37% 53
2021
Q4
$1.31M Buy
12,195
+3,930
+48% +$422K 0.36% 51
2021
Q3
$842K Buy
8,265
+3,098
+60% +$316K 0.25% 67
2021
Q2
$535K Buy
5,167
+4,917
+1,967% +$509K 0.16% 77
2021
Q1
$24K Buy
+250
New +$24K 0.01% 246
2020
Q3
Sell
-415
Closed -$31K 454
2020
Q2
$31K Hold
415
0.02% 137
2020
Q1
$26K Hold
415
0.02% 124
2019
Q4
$34K Hold
415
0.02% 149
2019
Q3
$31K Hold
415
0.01% 158
2019
Q2
$31K Hold
415
0.02% 156
2019
Q1
$30K Hold
415
0.02% 158
2018
Q4
$27K Hold
415
0.02% 156
2018
Q3
$31K Hold
415
0.02% 155
2018
Q2
$30K Hold
415
0.02% 125
2018
Q1
$31K Hold
415
0.03% 102
2017
Q4
$31K Hold
415
0.02% 112
2017
Q3
$29K Hold
415
0.02% 119
2017
Q2
$28K Hold
415
0.02% 112
2017
Q1
$27K Sell
415
-330
-44% -$21.5K 0.02% 115
2016
Q4
$45K Hold
745
0.03% 90
2016
Q3
$45K Hold
745
0.03% 93
2016
Q2
$43K Hold
745
0.03% 94
2016
Q1
$43K Buy
+745
New +$43K 0.03% 93
2015
Q3
$41K Hold
745
0.02% 125
2015
Q2
$46K Hold
745
0.02% 118
2015
Q1
$46K Hold
745
0.02% 116
2014
Q4
$45K Buy
+745
New +$45K 0.02% 108