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 |
|