Ironwood Investment Counsel’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.75M | Sell |
6,263
-942
| -13% | -$264K | 0.27% | 81 |
|
2025
Q1 | $1.86M | Buy |
7,205
+2,719
| +61% | +$703K | 0.32% | 79 |
|
2024
Q4 | $1.19M | Buy |
4,486
+38
| +0.9% | +$10K | 0.2% | 108 |
|
2024
Q3 | $1.17M | Sell |
4,448
-33
| -0.7% | -$8.71K | 0.2% | 111 |
|
2024
Q2 | $1.09M | Sell |
4,481
-244
| -5% | -$59.1K | 0.19% | 110 |
|
2024
Q1 | $1.18M | Buy |
4,725
+172
| +4% | +$43K | 0.21% | 107 |
|
2023
Q4 | $1.06M | Sell |
4,553
-184
| -4% | -$42.8K | 0.2% | 111 |
|
2023
Q3 | $987K | Buy |
4,737
+3,413
| +258% | +$711K | 0.21% | 106 |
|
2023
Q2 | $291K | Sell |
1,324
-20
| -1% | -$4.4K | 0.07% | 171 |
|
2023
Q1 | $283K | Sell |
1,344
-5
| -0.4% | -$1.06K | 0.07% | 169 |
|
2022
Q4 | $275K | Buy |
1,349
+5
| +0.4% | +$1.02K | 0.07% | 173 |
|
2022
Q3 | $252K | Hold |
1,344
| – | – | 0.07% | 156 |
|
2022
Q2 | $264K | Hold |
1,344
| – | – | 0.07% | 159 |
|
2022
Q1 | $319K | Buy |
1,344
+3
| +0.2% | +$712 | 0.08% | 158 |
|
2021
Q4 | $341K | Buy |
1,341
+3
| +0.2% | +$763 | 0.08% | 153 |
|
2021
Q3 | $316K | Buy |
1,338
+2
| +0.1% | +$472 | 0.08% | 152 |
|
2021
Q2 | $317K | Buy |
1,336
+2
| +0.1% | +$475 | 0.08% | 156 |
|
2021
Q1 | $295K | Buy |
1,334
+3
| +0.2% | +$663 | 0.08% | 158 |
|
2020
Q4 | $275K | Buy |
1,331
+3
| +0.2% | +$620 | 0.06% | 176 |
|
2020
Q3 | $234K | Buy |
+1,328
| New | +$234K | 0.06% | 176 |
|
2018
Q1 | – | Sell |
-2,410
| Closed | -$373K | – | 143 |
|
2017
Q4 | $373K | Sell |
2,410
-2
| -0.1% | -$310 | 0.14% | 109 |
|
2017
Q3 | $355K | Sell |
2,412
-113
| -4% | -$16.6K | 0.14% | 107 |
|
2017
Q2 | $351K | Hold |
2,525
| – | – | 0.13% | 119 |
|
2017
Q1 | $351K | Sell |
2,525
-918
| -27% | -$128K | 0.15% | 117 |
|
2016
Q4 | $453K | Buy |
+3,443
| New | +$453K | 0.2% | 95 |
|