Ironwood Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38M | Hold |
30,489
| – | – | 1.8% | 14 |
|
|
2025
Q1 | $8.38M | Buy |
30,489
+124
| +0.4% | +$34.1K | 1.8% | 14 |
|
|
2024
Q4 | $8.8M | Buy |
30,365
+1,388
| +5% | +$402K | 1.85% | 14 |
|
|
2024
Q3 | $8.21M | Buy |
28,977
+2,030
| +8% | +$575K | 1.72% | 14 |
|
|
2024
Q2 | $7.21M | Buy |
26,947
+1,771
| +7% | +$474K | 1.62% | 15 |
|
|
2024
Q1 | $6.54M | Buy |
25,176
+2,855
| +13% | +$742K | 1.5% | 17 |
|
|
2023
Q4 | $5.29M | Buy |
22,321
+1,266
| +6% | +$300K | 1.28% | 19 |
|
|
2023
Q3 | $4.47M | Buy |
21,055
+2,659
| +14% | +$565K | 1.2% | 20 |
|
|
2023
Q2 | $4.05M | Buy |
18,396
+996
| +6% | +$219K | 1.07% | 25 |
|
|
2023
Q1 | $3.55M | Buy |
17,400
+2,693
| +18% | +$550K | 0.99% | 25 |
|
|
2022
Q4 | $2.81M | Buy |
14,707
+748
| +5% | +$143K | 0.88% | 26 |
|
|
2022
Q3 | $2.51M | Buy |
13,959
+866
| +7% | +$155K | 0.83% | 27 |
|
|
2022
Q2 | $2.47M | Buy |
13,093
+485
| +4% | +$91.5K | 0.79% | 29 |
|
|
2022
Q1 | $2.87M | Buy |
12,608
+581
| +5% | +$132K | 0.81% | 27 |
|
|
2021
Q4 | $2.9M | Buy |
12,027
+2,029
| +20% | +$490K | 0.8% | 30 |
|
|
2021
Q3 | $2.22M | Buy |
9,998
+1,930
| +24% | +$429K | 0.65% | 34 |
|
|
2021
Q2 | $1.8M | Buy |
8,068
+2,413
| +43% | +$538K | 0.54% | 34 |
|
|
2021
Q1 | $1.17M | Buy |
5,655
+4,617
| +445% | +$954K | 0.38% | 51 |
|
|
2020
Q4 | $202K | Buy |
1,038
+269
| +35% | +$52.3K | 0.08% | 101 |
|
|
2020
Q3 | $131K | Sell |
769
-16
| -2% | -$2.73K | 0.07% | 73 |
|
|
2020
Q2 | $123K | Buy |
785
+46
| +6% | +$7.21K | 0.07% | 72 |
|
|
2020
Q1 | $95K | Buy |
739
+86
| +13% | +$11.1K | 0.07% | 59 |
|
|
2019
Q4 | $107K | Sell |
653
-491
| -43% | -$80.5K | 0.05% | 74 |
|
|
2019
Q3 | $173K | Hold |
1,144
| – | – | 0.08% | 56 |
|
|
2019
Q2 | $172K | Hold |
1,144
| – | – | 0.08% | 57 |
|
|
2019
Q1 | $166K | Hold |
1,144
| – | – | 0.09% | 57 |
|
|
2018
Q4 | $146K | Hold |
1,144
| – | – | 0.08% | 54 |
|
|
2018
Q3 | $171K | Buy |
1,144
+194
| +20% | +$29K | 0.09% | 57 |
|
|
2018
Q2 | $133K | Sell |
950
-55
| -5% | -$7.7K | 0.08% | 58 |
|
|
2018
Q1 | $136K | Sell |
1,005
-13
| -1% | -$1.76K | 0.15% | 46 |
|
|
2017
Q4 | $140K | Sell |
1,018
-16
| -2% | -$2.2K | 0.08% | 54 |
|
|
2017
Q3 | $134K | Buy |
1,034
+8
| +0.8% | +$1.04K | 0.08% | 58 |
|
|
2017
Q2 | $128K | Buy |
1,026
+5
| +0.5% | +$624 | 0.08% | 55 |
|
|
2017
Q1 | $124K | Buy |
1,021
+61
| +6% | +$7.41K | 0.08% | 55 |
|
|
2016
Q4 | $111K | Sell |
960
-16
| -2% | -$1.85K | 0.08% | 56 |
|
|
2016
Q3 | $109K | Hold |
976
| – | – | 0.08% | 58 |
|
|
2016
Q2 | $105K | Sell |
976
-9
| -0.9% | -$968 | 0.08% | 62 |
|
|
2016
Q1 | $103K | Buy |
+985
| New | +$103K | 0.08% | 64 |
|
|
2015
Q3 | $137K | Sell |
1,391
-326
| -19% | -$32.1K | 0.07% | 78 |
|
|
2015
Q2 | $183K | Sell |
1,717
-19
| -1% | -$2.03K | 0.09% | 68 |
|
|
2015
Q1 | $186K | Sell |
1,736
-8
| -0.5% | -$857 | 0.09% | 69 |
|
|
2014
Q4 | $185K | Buy |
+1,744
| New | +$185K | 0.1% | 66 |
|