LNWWM
Laird Norton Wetherby Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
+8,833
| New | +$2.47M | 0.11% | 183 |
|
|
2024
Q4 | $2.93M | Buy |
11,111
+2
| +0% | +$528 | 0.14% | 135 |
|
|
2024
Q3 | $2.93M | Sell |
11,109
-98
| -0.9% | -$25.9K | 0.13% | 152 |
|
|
2024
Q2 | $2.71M | Sell |
11,207
-274
| -2% | -$66.3K | 0.13% | 156 |
|
|
2024
Q1 | $2.87M | Buy |
11,481
+2,206
| +24% | +$551K | 0.14% | 142 |
|
|
2023
Q4 | $2.16M | Buy |
9,275
+6,595
| +246% | +$1.53M | 0.11% | 187 |
|
|
2023
Q3 | $558K | Sell |
2,680
-30
| -1% | -$6.25K | 0.03% | 483 |
|
|
2023
Q2 | $597K | Sell |
2,710
-490
| -15% | -$108K | 0.03% | 475 |
|
|
2023
Q1 | $675K | Buy |
3,200
+17
| +0.5% | +$3.59K | 0.04% | 432 |
|
|
2022
Q4 | $649K | Buy |
3,183
+479
| +18% | +$97.6K | 0.04% | 431 |
|
|
2022
Q3 | $508K | Buy |
2,704
+221
| +9% | +$41.5K | 0.04% | 489 |
|
|
2022
Q2 | $489K | Buy |
2,483
+90
| +4% | +$17.7K | 0.03% | 512 |
|
|
2022
Q1 | $569K | Sell |
2,393
-151
| -6% | -$35.9K | 0.03% | 483 |
|
|
2021
Q4 | $648K | Hold |
2,544
| – | – | 0.04% | 426 |
|
|
2021
Q3 | $602K | Buy |
2,544
+75
| +3% | +$17.7K | 0.04% | 441 |
|
|
2021
Q2 | $586K | Buy |
2,469
+717
| +41% | +$170K | 0.04% | 448 |
|
|
2021
Q1 | $388K | Sell |
1,752
-253
| -13% | -$56K | 0.03% | 518 |
|
|
2020
Q4 | $415K | Buy |
+2,005
| New | +$415K | 0.03% | 519 |
|
|
2019
Q1 | – | Sell |
-1,502
| Closed | -$208K | – | 678 |
|
|
2018
Q4 | $208K | Hold |
1,502
| – | – | 0.03% | 576 |
|
|
2018
Q3 | $247K | Buy |
+1,502
| New | +$247K | 0.03% | 557 |
|
|
2018
Q1 | – | Sell |
-800
| Closed | -$124K | – | 690 |
|
|
2017
Q4 | $124K | Hold |
800
| – | – | 0.02% | 622 |
|
|
2017
Q3 | $118K | Buy |
+800
| New | +$118K | 0.02% | 599 |
|
|
2015
Q3 | – | Sell |
-1,279
| Closed | -$163K | – | 496 |
|
|
2015
Q2 | $163K | Buy |
+1,279
| New | +$163K | 0.04% | 445 |
|