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Iron Horse Wealth Management, LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Iron Horse Wealth Management, LLC on VCIT, newest first. How the timeline and the estimate are built.

Iron Horse Wealth Management, LLC held 183,621 VCIT shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 183,621 shares
    Change vs previous 13F -883 shares

    4.49% of the 13F portfolio, value $15,225,821.

    13F-HR 0001836270-25-000003 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 184,504 shares
    Change vs previous 13F -100,571 shares

    4.84% of the 13F portfolio, value $15,085,059.

    13F-HR 0001836270-25-000002 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 285,075 shares
    Change vs previous 13F +13,423 shares

    7.68% of the 13F portfolio, value $22,882,966.

    13F-HR 0001836270-25-000001 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 271,652 shares
    Change vs previous 13F +14,081 shares

    7.78% of the 13F portfolio, value $22,750,855.

    13F-HR 0001836270-24-000005 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 257,571 shares
    Change vs previous 13F +7,903 shares

    7.86% of the 13F portfolio, value $20,587,652.

    13F-HR 0001836270-24-000003 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 249,668 shares
    Change vs previous 13F +19,500 shares

    7.95% of the 13F portfolio, value $20,100,790.

    13F-HR 0001836270-24-000002 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 230,168 shares
    Change vs previous 13F +7,241 shares

    8.18% of the 13F portfolio, value $18,708,061.

    13F-HR 0001836270-24-000001 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 222,927 shares
    Change vs previous 13F not available

    8.32% of the 13F portfolio, value $16,937,962.

    13F-HR 0001836270-23-000005 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).