Iron Horse Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Iron Horse Wealth Management, LLC

$270 Million
Q3 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 530 shares of VOT stock, worth $136,400. This represents 0.05% of its overall portfolio holdings.

Number of Shares

530

Previous 515 2.91%

Holding current value

$136,400

Previous $118,000 9.32%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$218.05 - $243.47 $3,270 - $3,652	15 Added 2.91%	530 $129,000
Q1 2024 Apr 17, 2024	SELL	$212.21 - $235.79 $1,061 - $1,178	-5 Reduced 0.96%	515 $121,000
Q2 2023 Aug 01, 2023	SELL	$186.22 - $205.77 $38,361 - $42,388	-206 Reduced 28.37%	520 $107,000
Q4 2022 Jan 19, 2023	BUY	$165.84 - $193.83 $64,677 - $75,593	390 Added 116.07%	726 $131,000
Q3 2022 Oct 12, 2022	SELL	$170.12 - $208.72 $66,346 - $81,400	-390 Reduced 53.72%	336 $57,000
Q1 2022 Apr 11, 2022	SELL	$199.76 - $251.37 $12,584 - $15,836	-63 Reduced 7.98%	726 $162,000
Q4 2020 Jan 14, 2021	BUY	$178.76 - $215.29 $141,041 - $169,863	789 New	789 $167,000

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

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 Mid Cap Growth Index Transaction History