Ironwood Financial’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Hold
5,486
0.44% 52
2025
Q1
$2.03M Buy
5,486
+4,064
+286% +$1.51M 0.44% 52
2024
Q4
$583K Buy
1,422
+82
+6% +$33.6K 0.12% 100
2024
Q3
$514K Buy
1,340
+204
+18% +$78.3K 0.11% 104
2024
Q2
$425K Sell
1,136
-227
-17% -$84.9K 0.1% 113
2024
Q1
$469K Buy
1,363
+195
+17% +$67.1K 0.11% 111
2023
Q4
$363K Buy
1,168
+21
+2% +$6.53K 0.09% 114
2023
Q3
$312K Buy
1,147
+255
+29% +$69.4K 0.08% 114
2023
Q2
$252K Sell
892
-143
-14% -$40.4K 0.07% 129
2023
Q1
$258K Buy
+1,035
New +$258K 0.07% 128
2022
Q2
Sell
-822
Closed -$236K 126
2022
Q1
$236K Hold
822
0.07% 113
2021
Q4
$264K Hold
822
0.07% 109
2021
Q3
$238K Buy
822
+292
+55% +$84.5K 0.07% 108
2021
Q2
$152K Hold
530
0.05% 123
2021
Q1
$136K Hold
530
0.04% 117
2020
Q4
$134K Hold
530
0.05% 115
2020
Q3
$121K Hold
530
0.06% 76
2020
Q2
$107K Hold
530
0.06% 75
2020
Q1
$83K Sell
530
-1,343
-72% -$210K 0.06% 63
2019
Q4
$341K Sell
1,873
-20
-1% -$3.64K 0.16% 40
2019
Q3
$315K Hold
1,893
0.15% 40
2019
Q2
$309K Sell
1,893
-30
-2% -$4.9K 0.15% 43
2019
Q1
$301K Hold
1,923
0.16% 45
2018
Q4
$258K Hold
1,923
0.14% 45
2018
Q3
$310K Hold
1,923
0.16% 46
2018
Q2
$288K Sell
1,923
-75
-4% -$11.2K 0.17% 40
2018
Q1
$283K Hold
1,998
0.31% 30
2017
Q4
$281K Sell
1,998
-60
-3% -$8.44K 0.17% 41
2017
Q3
$273K Sell
2,058
-159
-7% -$21.1K 0.17% 43
2017
Q2
$282K Hold
2,217
0.18% 39
2017
Q1
$270K Hold
2,217
0.18% 39
2016
Q4
$247K Hold
2,217
0.17% 41
2016
Q3
$249K Hold
2,217
0.18% 43
2016
Q2
$238K Hold
2,217
0.18% 42
2016
Q1
$236K Buy
+2,217
New +$236K 0.18% 43
2015
Q3
$229K Buy
2,287
+70
+3% +$7.01K 0.11% 65
2015
Q2
$237K Sell
2,217
-700
-24% -$74.8K 0.11% 63
2015
Q1
$305K Hold
2,917
0.15% 59
2014
Q4
$305K Buy
+2,917
New +$305K 0.17% 55