IIM
Ironwood Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
46,094
+1,352
| +3% | +$411K | 6.82% | 1 |
|
|
2025
Q1 | $12.3M | Buy |
44,742
+17
| +0% | +$4.67K | 6.71% | 1 |
|
|
2024
Q4 | $13M | Buy |
44,725
+266
| +0.6% | +$77.1K | 6.45% | 1 |
|
|
2024
Q3 | $12.6M | Buy |
44,459
+2,037
| +5% | +$577K | 6.13% | 1 |
|
|
2024
Q2 | $11.3M | Buy |
42,422
+914
| +2% | +$245K | 6.07% | 1 |
|
|
2024
Q1 | $10.8M | Sell |
41,508
-642
| -2% | -$167K | 5.27% | 1 |
|
|
2023
Q4 | $10M | Buy |
42,150
+4,298
| +11% | +$1.02M | 5.25% | 1 |
|
|
2023
Q3 | $8.04M | Buy |
37,852
+4,599
| +14% | +$977K | 4.91% | 1 |
|
|
2023
Q2 | $7.32M | Buy |
33,253
+5,140
| +18% | +$1.13M | 4.22% | 2 |
|
|
2023
Q1 | $5.74M | Buy |
28,113
+526
| +2% | +$107K | 3.59% | 1 |
|
|
2022
Q4 | $5.27M | Buy |
27,587
+1,200
| +5% | +$229K | 3.48% | 1 |
|
|
2022
Q3 | $4.74M | Buy |
26,387
+90
| +0.3% | +$16.2K | 3.31% | 1 |
|
|
2022
Q2 | $4.96M | Buy |
26,297
+480
| +2% | +$90.5K | 3.32% | 1 |
|
|
2022
Q1 | $5.88M | Buy |
25,817
+3,813
| +17% | +$868K | 3.19% | 2 |
|
|
2021
Q4 | $5.31M | Sell |
22,004
-79
| -0.4% | -$19.1K | 2.63% | 2 |
|
|
2021
Q3 | $4.9M | Sell |
22,083
-557
| -2% | -$124K | 2.54% | 4 |
|
|
2021
Q2 | $5.05M | Buy |
22,640
+348
| +2% | +$77.5K | 2.55% | 4 |
|
|
2021
Q1 | $4.61M | Buy |
22,292
+159
| +0.7% | +$32.9K | 2.44% | 4 |
|
|
2020
Q4 | $4.31M | Sell |
22,133
-80
| -0.4% | -$15.6K | 2.52% | 4 |
|
|
2020
Q3 | $3.78M | Sell |
22,213
-987
| -4% | -$168K | 2.7% | 3 |
|
|
2020
Q2 | $3.63M | Sell |
23,200
-260
| -1% | -$40.7K | 2.83% | 2 |
|
|
2020
Q1 | $3.02M | Buy |
+23,460
| New | +$3.02M | 3.03% | 3 |
|