IWMA
Ironwood Wealth Management (Arizona)’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.7K | Buy |
366
+265
| +262% | +$62.8K | 0.03% | 35 |
|
|
2025
Q1 | $22.4K | Hold |
101
| – | – | 0.01% | 38 |
|
|
2024
Q4 | $24.3K | Sell |
101
-4
| -4% | -$961 | 0.01% | 39 |
|
|
2024
Q3 | $25K | Hold |
105
| – | – | 0.01% | 40 |
|
|
2024
Q2 | $23K | Sell |
105
-7
| -6% | -$1.53K | 0.01% | 39 |
|
|
2024
Q1 | $25.7K | Buy |
112
+9
| +9% | +$2.06K | 0.01% | 40 |
|
|
2023
Q4 | $22K | Hold |
103
| – | – | 0.01% | 41 |
|
|
2023
Q3 | $19.5K | Sell |
103
-13
| -11% | -$2.46K | 0.01% | 41 |
|
|
2023
Q2 | $23.1K | Buy |
116
+45
| +63% | +$8.96K | 0.01% | 39 |
|
|
2023
Q1 | $13.5K | Sell |
71
-1
| -1% | -$190 | 0.01% | 41 |
|
|
2022
Q4 | $13.1K | Buy |
72
+11
| +18% | +$2.01K | 0.01% | 40 |
|
|
2022
Q3 | $11K | Hold |
61
| – | – | ﹤0.01% | 49 |
|
|
2022
Q2 | $11K | Hold |
61
| – | – | ﹤0.01% | 49 |
|
|
2022
Q1 | $13K | Buy |
61
+27
| +79% | +$5.75K | 0.01% | 49 |
|
|
2021
Q4 | $8K | Hold |
34
| – | – | ﹤0.01% | 45 |
|
|
2021
Q3 | $7K | Hold |
34
| – | – | ﹤0.01% | 46 |
|
|
2021
Q2 | $8K | Sell |
34
-16
| -32% | -$3.77K | ﹤0.01% | 45 |
|
|
2021
Q1 | $11K | Sell |
50
-54
| -52% | -$11.9K | 0.01% | 43 |
|
|
2020
Q4 | $20K | Sell |
104
-339
| -77% | -$65.2K | 0.01% | 40 |
|
|
2020
Q3 | $65K | Hold |
443
| – | – | 0.05% | 28 |
|
|
2020
Q2 | $65K | Sell |
443
-3,887
| -90% | -$570K | 0.05% | 28 |
|
|
2020
Q1 | $500K | Sell |
4,330
-459
| -10% | -$53K | 0.42% | 23 |
|
|
2019
Q4 | $793K | Hold |
4,789
| – | – | 0.55% | 20 |
|
|
2019
Q3 | $737K | Buy |
4,789
+311
| +7% | +$47.9K | 0.55% | 20 |
|
|
2019
Q2 | $702K | Hold |
4,478
| – | – | 0.54% | 20 |
|
|
2019
Q1 | $684K | Buy |
4,478
+75
| +2% | +$11.5K | 0.58% | 21 |
|
|
2018
Q4 | $581K | Buy |
+4,403
| New | +$581K | 0.56% | 20 |
|