LSPW
Lake Street Private Wealth’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 | $6.83M | Buy |
12,027
+4,189
| +53% | +$2.38M | 0.97% | 30 |
|
|
2025
Q1 | $4.03M | Sell |
7,838
-5,244
| -40% | -$2.69M | 0.66% | 50 |
|
|
2024
Q4 | $7.05M | Buy |
13,082
+7,119
| +119% | +$3.84M | 1.13% | 19 |
|
|
2024
Q3 | $3.15M | Sell |
5,963
-3,800
| -39% | -$2.01M | 0.5% | 57 |
|
|
2024
Q2 | $4.88M | Buy |
9,763
+473
| +5% | +$237K | 0.63% | 36 |
|
|
2024
Q1 | $4.47M | Buy |
9,290
+19
| +0.2% | +$9.13K | 0.62% | 43 |
|
|
2023
Q4 | $4.05M | Buy |
9,271
+1,656
| +22% | +$723K | 0.64% | 41 |
|
|
2023
Q3 | $3M | Buy |
7,615
+253
| +3% | +$99.6K | 0.54% | 50 |
|
|
2023
Q2 | $3M | Buy |
7,362
+67
| +0.9% | +$27.3K | 0.53% | 57 |
|
|
2023
Q1 | $2.74M | Sell |
7,295
-8,218
| -53% | -$3.09M | 0.51% | 52 |
|
|
2022
Q4 | $5.45M | Buy |
15,513
+11,176
| +258% | +$3.93M | 1.13% | 18 |
|
|
2022
Q3 | $1.42M | Sell |
4,337
-203
| -4% | -$66.7K | 0.33% | 90 |
|
|
2022
Q2 | $1.58M | Sell |
4,540
-67
| -1% | -$23.2K | 0.33% | 84 |
|
|
2022
Q1 | $1.91M | Sell |
4,607
-20
| -0.4% | -$8.31K | 0.34% | 82 |
|
|
2021
Q4 | $2.02M | Buy |
+4,627
| New | +$2.02M | 0.35% | 79 |
|