Ironwood Investment Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
9,749
+1,819
| +23% | +$880K | 0.73% | 41 |
|
|
2025
Q1 | $4.08M | Buy |
7,930
+2,227
| +39% | +$1.14M | 0.7% | 45 |
|
|
2024
Q4 | $3.07M | Sell |
5,703
-132
| -2% | -$71.1K | 0.53% | 55 |
|
|
2024
Q3 | $3.08M | Buy |
5,835
+148
| +3% | +$78.1K | 0.51% | 56 |
|
|
2024
Q2 | $2.84M | Sell |
5,687
-61
| -1% | -$30.5K | 0.51% | 59 |
|
|
2024
Q1 | $2.76M | Buy |
5,748
+274
| +5% | +$132K | 0.48% | 58 |
|
|
2023
Q4 | $2.39M | Buy |
5,474
+449
| +9% | +$196K | 0.45% | 60 |
|
|
2023
Q3 | $1.97M | Buy |
5,025
+2,294
| +84% | +$901K | 0.42% | 66 |
|
|
2023
Q2 | $1.11M | Sell |
2,731
-11
| -0.4% | -$4.48K | 0.25% | 87 |
|
|
2023
Q1 | $1.03M | Buy |
2,742
+1,999
| +269% | +$752K | 0.25% | 94 |
|
|
2022
Q4 | $261K | Sell |
743
-1,389
| -65% | -$488K | 0.06% | 176 |
|
|
2022
Q3 | $699K | Buy |
2,132
+467
| +28% | +$153K | 0.2% | 102 |
|
|
2022
Q2 | $577K | Buy |
1,665
+6
| +0.4% | +$2.08K | 0.16% | 111 |
|
|
2022
Q1 | $688K | Buy |
1,659
+45
| +3% | +$18.7K | 0.17% | 105 |
|
|
2021
Q4 | $704K | Buy |
1,614
+10
| +0.6% | +$4.36K | 0.16% | 106 |
|
|
2021
Q3 | $632K | Buy |
+1,604
| New | +$632K | 0.16% | 103 |
|
|
2021
Q1 | – | Sell |
-1,796
| Closed | -$617K | – | 220 |
|
|
2020
Q4 | $617K | Buy |
1,796
+719
| +67% | +$247K | 0.14% | 114 |
|
|
2020
Q3 | $331K | Buy |
+1,077
| New | +$331K | 0.09% | 145 |
|