LNWTC
Laird Norton Wetherby Trust Company’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-705
| Closed | -$278K | – | 150 |
|
|
2023
Q3 | $278K | Sell |
705
-101
| -13% | -$39.8K | 0.04% | 92 |
|
|
2023
Q2 | $329K | Hold |
806
| – | – | 0.04% | 84 |
|
|
2023
Q1 | $303K | Sell |
806
-29
| -3% | -$10.9K | 0.04% | 88 |
|
|
2022
Q4 | $293K | Buy |
835
+1
| +0.1% | +$351 | 0.04% | 84 |
|
|
2022
Q3 | $275K | Sell |
834
-15
| -2% | -$4.95K | 0.06% | 57 |
|
|
2022
Q2 | $295K | Sell |
849
-17,463
| -95% | -$6.07M | 0.04% | 91 |
|
|
2022
Q1 | $7.6M | Sell |
18,312
-757
| -4% | -$314K | 0.69% | 15 |
|
|
2021
Q4 | $8.32M | Sell |
19,069
-5,644
| -23% | -$2.46M | 0.78% | 13 |
|
|
2021
Q3 | $9.75M | Sell |
24,713
-3,610
| -13% | -$1.42M | 1% | 12 |
|
|
2021
Q2 | $11.1M | Buy |
28,323
+1,249
| +5% | +$491K | 1.16% | 12 |
|
|
2021
Q1 | $9.31M | Hold |
27,074
| – | – | 1.02% | 14 |
|
|
2020
Q4 | $9.31M | Buy |
+27,074
| New | +$9.31M | 1.05% | 14 |
|