Ironwood Wealth Management (Arizona)’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 | $313K | Sell |
1,118
-69
| -6% | -$19.3K | 0.11% | 29 |
|
|
2025
Q1 | $307K | Buy |
1,187
+74
| +7% | +$19.1K | 0.09% | 30 |
|
|
2024
Q4 | $294K | Buy |
1,113
+39
| +4% | +$10.3K | 0.09% | 32 |
|
|
2024
Q3 | $283K | Hold |
1,074
| – | – | 0.09% | 33 |
|
|
2024
Q2 | $260K | Hold |
1,074
| – | – | 0.08% | 34 |
|
|
2024
Q1 | $268K | Buy |
1,074
+2
| +0.2% | +$500 | 0.09% | 33 |
|
|
2023
Q4 | $249K | Hold |
1,072
| – | – | 0.08% | 32 |
|
|
2023
Q3 | $223K | Hold |
1,072
| – | – | 0.09% | 34 |
|
|
2023
Q2 | $236K | Sell |
1,072
-13
| -1% | -$2.86K | 0.09% | 32 |
|
|
2023
Q1 | $229K | Buy |
1,085
+7
| +0.6% | +$1.48K | 0.09% | 33 |
|
|
2022
Q4 | $220K | Sell |
1,078
-49
| -4% | -$9.99K | 0.09% | 34 |
|
|
2022
Q3 | $222K | Hold |
1,127
| – | – | 0.1% | 31 |
|
|
2022
Q2 | $222K | Sell |
1,127
-100
| -8% | -$19.7K | 0.1% | 31 |
|
|
2022
Q1 | $292K | Hold |
1,227
| – | – | 0.12% | 29 |
|
|
2021
Q4 | $313K | Hold |
1,227
| – | – | 0.14% | 26 |
|
|
2021
Q3 | $291K | Hold |
1,227
| – | – | 0.14% | 26 |
|
|
2021
Q2 | $292K | Hold |
1,227
| – | – | 0.17% | 27 |
|
|
2021
Q1 | $272K | Sell |
1,227
-390
| -24% | -$86.5K | 0.17% | 26 |
|
|
2020
Q4 | $334K | Hold |
1,617
| – | – | 0.21% | 26 |
|
|
2020
Q3 | $265K | Hold |
1,617
| – | – | 0.2% | 23 |
|
|
2020
Q2 | $265K | Sell |
1,617
-229
| -12% | -$37.5K | 0.2% | 23 |
|
|
2020
Q1 | $243K | Sell |
1,846
-241
| -12% | -$31.7K | 0.2% | 28 |
|
|
2019
Q4 | $372K | Hold |
2,087
| – | – | 0.26% | 29 |
|
|
2019
Q3 | $350K | Hold |
2,087
| – | – | 0.26% | 30 |
|
|
2019
Q2 | $349K | Hold |
2,087
| – | – | 0.27% | 26 |
|
|
2019
Q1 | $335K | Buy |
2,087
+588
| +39% | +$94.4K | 0.29% | 29 |
|
|
2018
Q4 | $207K | Hold |
1,499
| – | – | 0.2% | 29 |
|
|
2018
Q3 | $246K | Hold |
1,499
| – | – | 0.22% | 25 |
|
|
2018
Q2 | $236K | Buy |
+1,499
| New | +$236K | 0.22% | 26 |
|
|
2017
Q3 | $220K | Buy |
+1,499
| New | +$220K | 0.21% | 29 |
|