IF
Ironwood Financial’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Hold |
22,522
| – | – | 1.24% | 22 |
|
|
2025
Q1 | $5.79M | Sell |
22,522
-466
| -2% | -$120K | 1.24% | 22 |
|
|
2024
Q4 | $6.2M | Buy |
22,988
+1,262
| +6% | +$340K | 1.3% | 22 |
|
|
2024
Q3 | $5.72M | Buy |
21,726
+1,526
| +8% | +$402K | 1.2% | 23 |
|
|
2024
Q2 | $5.04M | Buy |
20,200
+1,387
| +7% | +$346K | 1.13% | 26 |
|
|
2024
Q1 | $4.51M | Buy |
18,813
+118
| +0.6% | +$28.3K | 1.04% | 29 |
|
|
2023
Q4 | $4.08M | Buy |
18,695
+1,821
| +11% | +$397K | 0.99% | 26 |
|
|
2023
Q3 | $3.3M | Buy |
16,874
+1,462
| +9% | +$286K | 0.89% | 28 |
|
|
2023
Q2 | $3.12M | Buy |
15,412
+1,228
| +9% | +$249K | 0.82% | 28 |
|
|
2023
Q1 | $2.65M | Buy |
14,184
+1,507
| +12% | +$282K | 0.74% | 29 |
|
|
2022
Q4 | $2.21M | Buy |
12,677
+764
| +6% | +$133K | 0.69% | 28 |
|
|
2022
Q3 | $1.95M | Buy |
11,913
+1,723
| +17% | +$282K | 0.65% | 30 |
|
|
2022
Q2 | $1.76M | Buy |
10,190
+1,621
| +19% | +$279K | 0.56% | 40 |
|
|
2022
Q1 | $1.79M | Buy |
8,569
+4,333
| +102% | +$904K | 0.5% | 42 |
|
|
2021
Q4 | $936K | Sell |
4,236
-107
| -2% | -$23.6K | 0.26% | 63 |
|
|
2021
Q3 | $873K | Sell |
4,343
-2
| -0% | -$402 | 0.26% | 65 |
|
|
2021
Q2 | $872K | Sell |
4,345
-65
| -1% | -$13K | 0.26% | 62 |
|
|
2021
Q1 | $817K | Buy |
4,410
+16
| +0.4% | +$2.96K | 0.27% | 63 |
|
|
2020
Q4 | $772K | Buy |
4,394
+114
| +3% | +$20K | 0.29% | 61 |
|
|
2020
Q3 | $670K | Sell |
4,280
-15
| -0.3% | -$2.35K | 0.34% | 44 |
|
|
2020
Q2 | $614K | Buy |
4,295
+19
| +0.4% | +$2.72K | 0.33% | 41 |
|
|
2020
Q1 | $506K | Sell |
4,276
-12,889
| -75% | -$1.53M | 0.35% | 25 |
|
|
2019
Q4 | $2.54M | Sell |
17,165
-379
| -2% | -$56K | 1.16% | 18 |
|
|
2019
Q3 | $2.39M | Sell |
17,544
-139
| -0.8% | -$19K | 1.15% | 17 |
|
|
2019
Q2 | $2.38M | Sell |
17,683
-23
| -0.1% | -$3.1K | 1.17% | 21 |
|
|
2019
Q1 | $2.3M | Sell |
17,706
-917
| -5% | -$119K | 1.19% | 22 |
|
|
2018
Q4 | $2.14M | Buy |
18,623
+728
| +4% | +$83.6K | 1.2% | 19 |
|
|
2018
Q3 | $2.39M | Buy |
17,895
+7
| +0% | +$935 | 1.27% | 17 |
|
|
2018
Q2 | $2.23M | Buy |
17,888
+489
| +3% | +$61K | 1.29% | 16 |
|
|
2018
Q1 | $2.11M | Buy |
17,399
+84
| +0.5% | +$10.2K | 2.29% | 8 |
|
|
2017
Q4 | $2.12M | Sell |
17,315
-227
| -1% | -$27.8K | 1.28% | 16 |
|
|
2017
Q3 | $2.02M | Sell |
17,542
-81
| -0.5% | -$9.35K | 1.25% | 17 |
|
|
2017
Q2 | $1.96M | Sell |
17,623
-6
| -0% | -$666 | 1.26% | 13 |
|
|
2017
Q1 | $1.91M | Sell |
17,629
-781
| -4% | -$84.4K | 1.26% | 13 |
|
|
2016
Q4 | $1.89M | Sell |
18,410
-719
| -4% | -$73.6K | 1.32% | 14 |
|
|
2016
Q3 | $1.9M | Buy |
19,129
+156
| +0.8% | +$15.5K | 1.36% | 13 |
|
|
2016
Q2 | $1.82M | Sell |
18,973
-1,939
| -9% | -$186K | 1.36% | 17 |
|
|
2016
Q1 | $1.97M | Buy |
+20,912
| New | +$1.97M | 1.52% | 17 |
|
|
2015
Q3 | $1.9M | Sell |
21,596
-495
| -2% | -$43.6K | 0.94% | 26 |
|
|
2015
Q2 | $2.1M | Buy |
22,091
+2,085
| +10% | +$198K | 0.99% | 26 |
|
|
2015
Q1 | $1.91M | Buy |
20,006
+127
| +0.6% | +$12.1K | 0.92% | 29 |
|
|
2014
Q4 | $1.88M | Buy |
+19,879
| New | +$1.88M | 1.03% | 24 |
|