Ironwood Wealth Management (Arizona)’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 | $297K | Buy |
522
+98
| +23% | +$55.7K | 0.11% | 30 |
|
|
2025
Q1 | $218K | Sell |
424
-76
| -15% | -$39.1K | 0.07% | 32 |
|
|
2024
Q4 | $269K | Sell |
500
-18
| -3% | -$9.7K | 0.08% | 34 |
|
|
2024
Q3 | $273K | Hold |
518
| – | – | 0.08% | 35 |
|
|
2024
Q2 | $259K | Sell |
518
-96
| -16% | -$48K | 0.08% | 35 |
|
|
2024
Q1 | $295K | Buy |
614
+340
| +124% | +$163K | 0.1% | 32 |
|
|
2023
Q4 | $120K | Sell |
274
-2
| -0.7% | -$874 | 0.04% | 37 |
|
|
2023
Q3 | $108K | Sell |
276
-49
| -15% | -$19.2K | 0.04% | 37 |
|
|
2023
Q2 | $132K | Buy |
325
+9
| +3% | +$3.67K | 0.05% | 35 |
|
|
2023
Q1 | $119K | Sell |
316
-52
| -14% | -$19.6K | 0.05% | 36 |
|
|
2022
Q4 | $129K | Buy |
368
+94
| +34% | +$33K | 0.05% | 35 |
|
|
2022
Q3 | $95K | Hold |
274
| – | – | 0.04% | 36 |
|
|
2022
Q2 | $95K | Hold |
274
| – | – | 0.04% | 36 |
|
|
2022
Q1 | $114K | Buy |
274
+15
| +6% | +$6.24K | 0.05% | 38 |
|
|
2021
Q4 | $113K | Hold |
259
| – | – | 0.05% | 35 |
|
|
2021
Q3 | $102K | Hold |
259
| – | – | 0.05% | 36 |
|
|
2021
Q2 | $102K | Buy |
259
+88
| +51% | +$34.7K | 0.06% | 35 |
|
|
2021
Q1 | $62K | Sell |
171
-16
| -9% | -$5.8K | 0.04% | 35 |
|
|
2020
Q4 | $64K | Buy |
187
+106
| +131% | +$36.3K | 0.04% | 35 |
|
|
2020
Q3 | $23K | Hold |
81
| – | – | 0.02% | 33 |
|
|
2020
Q2 | $23K | Sell |
81
-15
| -16% | -$4.26K | 0.02% | 33 |
|
|
2020
Q1 | $23K | Buy |
96
+28
| +41% | +$6.71K | 0.02% | 39 |
|
|
2019
Q4 | $20K | Hold |
68
| – | – | 0.01% | 47 |
|
|
2019
Q3 | $19K | Sell |
68
-2
| -3% | -$559 | 0.01% | 49 |
|
|
2019
Q2 | $19K | Sell |
70
-2
| -3% | -$543 | 0.01% | 50 |
|
|
2019
Q1 | $19K | Hold |
72
| – | – | 0.02% | 47 |
|
|
2018
Q4 | $17K | Buy |
+72
| New | +$17K | 0.02% | 45 |
|
|
2017
Q3 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 71 |
|