LNWWM
Laird Norton Wetherby Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+1,371
| New | +$225K | 0.01% | 825 |
|
|
2024
Q4 | $254K | Hold |
1,571
| – | – | 0.01% | 757 |
|
|
2024
Q3 | $263K | Hold |
1,571
| – | – | 0.01% | 779 |
|
|
2024
Q2 | $236K | Sell |
1,571
-1,769
| -53% | -$266K | 0.01% | 782 |
|
|
2024
Q1 | $521K | Sell |
3,340
-105
| -3% | -$16.4K | 0.02% | 542 |
|
|
2023
Q4 | $500K | Sell |
3,445
-24
| -0.7% | -$3.48K | 0.03% | 543 |
|
|
2023
Q3 | $454K | Hold |
3,469
| – | – | 0.03% | 551 |
|
|
2023
Q2 | $480K | Buy |
3,469
+1
| +0% | +$138 | 0.03% | 554 |
|
|
2023
Q1 | $465K | Hold |
3,468
| – | – | 0.03% | 558 |
|
|
2022
Q4 | $469K | Buy |
3,468
+1
| +0% | +$135 | 0.03% | 538 |
|
|
2022
Q3 | $422K | Sell |
3,467
-374
| -10% | -$45.5K | 0.03% | 545 |
|
|
2022
Q2 | $498K | Buy |
3,841
+905
| +31% | +$117K | 0.03% | 506 |
|
|
2022
Q1 | $439K | Hold |
2,936
| – | – | 0.03% | 563 |
|
|
2021
Q4 | $442K | Buy |
2,936
+102
| +4% | +$15.4K | 0.02% | 564 |
|
|
2021
Q3 | $396K | Buy |
2,834
+50
| +2% | +$6.99K | 0.02% | 582 |
|
|
2021
Q2 | $392K | Buy |
2,784
+1,015
| +57% | +$143K | 0.02% | 602 |
|
|
2021
Q1 | $239K | Sell |
1,769
-1,015
| -36% | -$137K | 0.02% | 692 |
|
|
2020
Q4 | $331K | Buy |
+2,784
| New | +$331K | 0.02% | 616 |
|
|
2020
Q3 | – | Sell |
-2,123
| Closed | -$203K | – | 746 |
|
|
2020
Q2 | $203K | Buy |
+2,123
| New | +$203K | 0.02% | 644 |
|
|
2020
Q1 | – | Sell |
-1,769
| Closed | -$211K | – | 745 |
|
|
2019
Q4 | $211K | Hold |
1,769
| – | – | 0.02% | 653 |
|
|
2019
Q3 | $200K | Buy |
+1,769
| New | +$200K | 0.02% | 660 |
|
|
2018
Q4 | – | Sell |
-1,769
| Closed | -$200K | – | 680 |
|
|
2018
Q3 | $200K | Buy |
+1,769
| New | +$200K | 0.02% | 625 |
|
|
2018
Q1 | – | Sell |
-1,769
| Closed | -$197K | – | 691 |
|
|
2017
Q4 | $197K | Hold |
1,769
| – | – | 0.03% | 603 |
|
|
2017
Q3 | $187K | Buy |
+1,769
| New | +$187K | 0.03% | 579 |
|
|
2015
Q3 | – | Sell |
-1,769
| Closed | -$160K | – | 497 |
|
|
2015
Q2 | $160K | Buy |
+1,769
| New | +$160K | 0.04% | 448 |
|