LNWWM
Laird Norton Wetherby Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
+20,227
| New | +$11.5M | 0.51% | 26 |
|
|
2024
Q4 | $9.69M | Buy |
17,975
+1,342
| +8% | +$723K | 0.46% | 30 |
|
|
2024
Q3 | $8.78M | Sell |
16,633
-1,803
| -10% | -$951K | 0.4% | 37 |
|
|
2024
Q2 | $9.22M | Buy |
18,436
+274
| +2% | +$137K | 0.43% | 32 |
|
|
2024
Q1 | $8.73M | Buy |
18,162
+169
| +0.9% | +$81.2K | 0.42% | 35 |
|
|
2023
Q4 | $7.86M | Buy |
17,993
+2,186
| +14% | +$955K | 0.41% | 38 |
|
|
2023
Q3 | $6.21M | Sell |
15,807
-1,823
| -10% | -$716K | 0.35% | 48 |
|
|
2023
Q2 | $7.18M | Sell |
17,630
-133
| -0.7% | -$54.2K | 0.39% | 44 |
|
|
2023
Q1 | $6.68M | Sell |
17,763
-496
| -3% | -$187K | 0.39% | 46 |
|
|
2022
Q4 | $6.42M | Buy |
18,259
+505
| +3% | +$177K | 0.41% | 45 |
|
|
2022
Q3 | $5.83M | Buy |
17,754
+84
| +0.5% | +$27.6K | 0.41% | 39 |
|
|
2022
Q2 | $6.13M | Sell |
17,670
-292
| -2% | -$101K | 0.42% | 35 |
|
|
2022
Q1 | $7.46M | Buy |
17,962
+2,396
| +15% | +$995K | 0.43% | 37 |
|
|
2021
Q4 | $6.8M | Sell |
15,566
-194
| -1% | -$84.7K | 0.38% | 41 |
|
|
2021
Q3 | $6.22M | Sell |
15,760
-87
| -0.5% | -$34.3K | 0.38% | 41 |
|
|
2021
Q2 | $6.24M | Buy |
15,847
+9,666
| +156% | +$3.8M | 0.38% | 40 |
|
|
2021
Q1 | $2.25M | Sell |
6,181
-18,254
| -75% | -$6.65M | 0.17% | 115 |
|
|
2020
Q4 | $8.4M | Buy |
24,435
+12,498
| +105% | +$4.3M | 0.57% | 27 |
|
|
2020
Q3 | $3.67M | Buy |
11,937
+7,249
| +155% | +$2.23M | 0.33% | 59 |
|
|
2020
Q2 | $1.33M | Sell |
4,688
-8,765
| -65% | -$2.48M | 0.13% | 154 |
|
|
2020
Q1 | $3.19M | Buy |
13,453
+12,090
| +887% | +$2.86M | 0.36% | 59 |
|
|
2019
Q4 | $403K | Sell |
1,363
-29
| -2% | -$8.57K | 0.04% | 456 |
|
|
2019
Q3 | $380K | Buy |
1,392
+167
| +14% | +$45.6K | 0.04% | 474 |
|
|
2019
Q2 | $330K | Buy |
1,225
+70
| +6% | +$18.9K | 0.04% | 503 |
|
|
2019
Q1 | $300K | Sell |
1,155
-1,966
| -63% | -$511K | 0.04% | 515 |
|
|
2018
Q4 | $717K | Buy |
3,121
+65
| +2% | +$14.9K | 0.1% | 227 |
|
|
2018
Q3 | $816K | Hold |
3,056
| – | – | 0.1% | 234 |
|
|
2018
Q2 | $762K | Sell |
3,056
-70
| -2% | -$17.5K | 0.1% | 233 |
|
|
2018
Q1 | $757K | Sell |
3,126
-110
| -3% | -$26.6K | 0.1% | 229 |
|
|
2017
Q4 | $794K | Sell |
3,236
-980
| -23% | -$240K | 0.11% | 219 |
|
|
2017
Q3 | $973K | Sell |
4,216
-2,200
| -34% | -$508K | 0.14% | 168 |
|
|
2017
Q2 | $1.43M | Buy |
6,416
+1,230
| +24% | +$273K | 0.24% | 86 |
|
|
2017
Q1 | $1.12M | Buy |
5,186
+954
| +23% | +$206K | 0.2% | 109 |
|
|
2016
Q4 | $869K | Buy |
4,232
+1,432
| +51% | +$294K | 0.17% | 137 |
|
|
2016
Q3 | $556K | Hold |
2,800
| – | – | 0.11% | 235 |
|
|
2016
Q2 | $538K | Sell |
2,800
-140
| -5% | -$26.9K | 0.12% | 208 |
|
|
2016
Q1 | $554K | Sell |
2,940
-160
| -5% | -$30.2K | 0.13% | 189 |
|
|
2015
Q4 | $579K | Buy |
3,100
+1,200
| +63% | +$224K | 0.14% | 171 |
|
|
2015
Q3 | $334K | Sell |
1,900
-1,900
| -50% | -$334K | 0.09% | 287 |
|
|
2015
Q2 | $718K | Buy |
3,800
+1,100
| +41% | +$208K | 0.17% | 131 |
|
|
2015
Q1 | $511K | Hold |
2,700
| – | – | 0.12% | 199 |
|
|
2014
Q4 | $509K | Buy |
2,700
+800
| +42% | +$151K | 0.13% | 187 |
|
|
2014
Q3 | $343K | Hold |
1,900
| – | – | 0.1% | 265 |
|
|
2014
Q2 | $341K | Hold |
1,900
| – | – | 0.1% | 270 |
|
|
2014
Q1 | $326K | Buy |
+1,900
| New | +$326K | 0.09% | 281 |
|