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

Iron Horse Wealth Management, LLC

$276 Million
Q4 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 1,846 shares of VOO stock, worth $943,601. This represents 0.36% of its overall portfolio holdings.

Number of Shares

1,846

Previous 1,499 23.15%

Holding current value

$943,601

Previous $790,000 25.82%

% of portfolio

0.36%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$521.84 - $558.82 $181,078 - $193,910	347 Added 23.15%	1,846 $994,000
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

3,548

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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