LNWWM
Laird Norton Wetherby Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
+8,245
| New | +$3.61M | 0.16% | 118 |
|
|
2024
Q4 | $3.55M | Buy |
8,659
+245
| +3% | +$101K | 0.17% | 105 |
|
|
2024
Q3 | $3.23M | Buy |
8,414
+344
| +4% | +$132K | 0.15% | 127 |
|
|
2024
Q2 | $3.02M | Sell |
8,070
-288
| -3% | -$108K | 0.14% | 136 |
|
|
2024
Q1 | $2.88M | Buy |
8,358
+30
| +0.4% | +$10.3K | 0.14% | 140 |
|
|
2023
Q4 | $2.59M | Buy |
8,328
+326
| +4% | +$101K | 0.13% | 149 |
|
|
2023
Q3 | $2.18M | Sell |
8,002
-37
| -0.5% | -$10.1K | 0.12% | 161 |
|
|
2023
Q2 | $2.27M | Buy |
8,039
+413
| +5% | +$117K | 0.12% | 165 |
|
|
2023
Q1 | $1.9M | Buy |
7,626
+46
| +0.6% | +$11.5K | 0.11% | 194 |
|
|
2022
Q4 | $1.62M | Hold |
7,580
| – | – | 0.1% | 212 |
|
|
2022
Q3 | $1.62M | Buy |
7,580
+140
| +2% | +$30K | 0.11% | 184 |
|
|
2022
Q2 | $1.66M | Buy |
7,440
+101
| +1% | +$22.5K | 0.11% | 183 |
|
|
2022
Q1 | $2.11M | Buy |
7,339
+58
| +0.8% | +$16.7K | 0.12% | 158 |
|
|
2021
Q4 | $2.34M | Hold |
7,281
| – | – | 0.13% | 141 |
|
|
2021
Q3 | $2.11M | Buy |
7,281
+12
| +0.2% | +$3.48K | 0.13% | 150 |
|
|
2021
Q2 | $2.09M | Hold |
7,269
| – | – | 0.13% | 149 |
|
|
2021
Q1 | $1.87M | Sell |
7,269
-1,234
| -15% | -$317K | 0.14% | 144 |
|
|
2020
Q4 | $2.15M | Hold |
8,503
| – | – | 0.15% | 135 |
|
|
2020
Q3 | $1.94M | Buy |
8,503
+1,000
| +13% | +$228K | 0.17% | 115 |
|
|
2020
Q2 | $1.52M | Hold |
7,503
| – | – | 0.14% | 139 |
|
|
2020
Q1 | $1.18M | Hold |
7,503
| – | – | 0.13% | 158 |
|
|
2019
Q4 | $1.37M | Hold |
7,503
| – | – | 0.13% | 166 |
|
|
2019
Q3 | $1.25M | Hold |
7,503
| – | – | 0.13% | 175 |
|
|
2019
Q2 | $1.23M | Hold |
7,503
| – | – | 0.13% | 172 |
|
|
2019
Q1 | $1.17M | Hold |
7,503
| – | – | 0.15% | 149 |
|
|
2018
Q4 | $1.01M | Hold |
7,503
| – | – | 0.14% | 158 |
|
|
2018
Q3 | $1.21M | Buy |
7,503
+2,000
| +36% | +$322K | 0.15% | 149 |
|
|
2018
Q2 | $824K | Hold |
5,503
| – | – | 0.11% | 211 |
|
|
2018
Q1 | $781K | Buy |
5,503
+23
| +0.4% | +$3.26K | 0.11% | 223 |
|
|
2017
Q4 | $771K | Hold |
5,480
| – | – | 0.11% | 228 |
|
|
2017
Q3 | $727K | Hold |
5,480
| – | – | 0.11% | 226 |
|
|
2017
Q2 | $696K | Hold |
5,480
| – | – | 0.12% | 221 |
|
|
2017
Q1 | $667K | Hold |
5,480
| – | – | 0.12% | 221 |
|
|
2016
Q4 | $611K | Hold |
5,480
| – | – | 0.12% | 223 |
|
|
2016
Q3 | $615K | Sell |
5,480
-531
| -9% | -$59.6K | 0.12% | 206 |
|
|
2016
Q2 | $644K | Hold |
6,011
| – | – | 0.14% | 174 |
|
|
2016
Q1 | $640K | Hold |
6,011
| – | – | 0.15% | 156 |
|
|
2015
Q4 | $640K | Hold |
6,011
| – | – | 0.15% | 151 |
|
|
2015
Q3 | $603K | Hold |
6,011
| – | – | 0.15% | 156 |
|
|
2015
Q2 | $643K | Hold |
6,011
| – | – | 0.15% | 154 |
|
|
2015
Q1 | $629K | Hold |
6,011
| – | – | 0.15% | 156 |
|
|
2014
Q4 | $627K | Hold |
6,011
| – | – | 0.16% | 143 |
|
|
2014
Q3 | $599K | Hold |
6,011
| – | – | 0.17% | 146 |
|
|
2014
Q2 | $594K | Hold |
6,011
| – | – | 0.17% | 149 |
|
|
2014
Q1 | $562K | Hold |
6,011
| – | – | 0.16% | 161 |
|
|
2013
Q4 | $559K | Hold |
6,011
| – | – | 0.16% | 158 |
|
|
2013
Q3 | $509K | Buy |
6,011
+531
| +10% | +$45K | 0.16% | 157 |
|
|
2013
Q2 | $428K | Buy |
+5,480
| New | +$428K | 0.15% | 160 |
|