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 |
|