Iron Horse Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Iron Horse Wealth Management, LLC

$270 Million
Q3 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 1,499 shares of VOO stock, worth $817,014. This represents 0.29% of its overall portfolio holdings.

Number of Shares

1,499

Previous 1,189 26.07%

Holding current value

$817,014

Previous $594,000 33.0%

% of portfolio

0.29%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$475.2 - $527.7 $147,312 - $163,587	310 Added 26.07%	1,499 $790,000
Q2 2024 Jul 22, 2024	SELL	$455.1 - $504.28 $7,281 - $8,068	-16 Reduced 1.33%	1,189 $594,000
Q1 2024 Apr 17, 2024	SELL	$429.43 - $481.35 $858 - $962	-2 Reduced 0.17%	1,205 $579,000
Q4 2023 Jan 22, 2024	BUY	$377.32 - $438.19 $123,383 - $143,288	327 Added 37.16%	1,207 $527,000
Q3 2023 Oct 18, 2023	BUY	$392.7 - $420.68 $345,576 - $370,198	880 New	880 $345,000
Q2 2022 Aug 04, 2022	BUY	$337.07 - $419.85 $674 - $839	2 New	2 $1,000
Q2 2021 Jul 23, 2021	SELL	$368.16 - $394.32 $11,044 - $11,829	-30 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$299.82 - $343.69 $8,994 - $10,310	30 New	30 $10,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

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.

Account

Iron Horse Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History