A detailed history of Iron Horse Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 53,986 shares of VB stock, worth $11.7 Million. This represents 5.32% of its overall portfolio holdings.

Number of Shares
53,986
Previous 52,185 3.45%
Holding current value
$11.7 Million
Previous $11.1 Million 10.85%
% of portfolio
5.32%
Previous 4.89%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$204.0 - $228.59 $367,404 - $411,690
1,801 Added 3.45%
53,986 $12.3 Million
Q4 2023

Jan 22, 2024

BUY
$175.26 - $215.9 $389,252 - $479,513
2,221 Added 4.45%
52,185 $11.1 Million
Q3 2023

Oct 18, 2023

BUY
$186.24 - $208.75 $375,087 - $420,422
2,014 Added 4.2%
49,964 $9.45 Million
Q2 2023

Aug 01, 2023

SELL
$181.26 - $198.89 $1.74 Million - $1.91 Million
-9,618 Reduced 16.71%
47,950 $9.54 Million
Q1 2023

May 01, 2023

BUY
$179.51 - $208.76 $449,134 - $522,317
2,502 Added 4.54%
57,568 $10.9 Million
Q4 2022

Jan 19, 2023

BUY
$179.99 - $196.57 $5.84 Million - $6.37 Million
32,422 Added 143.18%
55,066 $10.1 Million
Q3 2022

Oct 12, 2022

SELL
N/A
-29,631 Reduced 56.68%
22,644 $3.87 Million
Q2 2022

Aug 04, 2022

BUY
N/A
6,141 Added 13.31%
52,275 $9.21 Million
Q1 2022

Apr 11, 2022

BUY
N/A
4,517 Added 10.85%
46,134 $9.8 Million
Q4 2021

Jan 19, 2022

BUY
N/A
4,240 Added 11.34%
41,617 $9.41 Million
Q3 2021

Oct 06, 2021

BUY
N/A
2,960 Added 8.6%
37,377 $8.17 Million
Q2 2021

Jul 23, 2021

BUY
N/A
2,899 Added 9.2%
34,417 $7.75 Million
Q1 2021

Apr 13, 2021

BUY
N/A
389 Added 1.25%
31,518 $6.75 Million
Q4 2020

Jan 14, 2021

BUY
N/A
31,129 New
31,129 $6.06 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Iron Horse Wealth Management, LLC Portfolio

Follow Iron Horse Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.