LSIA
LaSalle St. Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.9M | Sell |
40,905
-85
| -0.2% | -$37.3K | 4.92% | 2 |
|
2025
Q1 | $15.2M | Buy |
40,990
+4,625
| +13% | +$1.72M | 3.58% | 3 |
|
2024
Q4 | $14.9M | Buy |
36,365
+325
| +0.9% | +$133K | 4.63% | 3 |
|
2024
Q3 | $13.8M | Buy |
36,040
+2,696
| +8% | +$1.04M | 5.44% | 2 |
|
2024
Q2 | $12.5M | Sell |
33,344
-3,322
| -9% | -$1.24M | 6.23% | 2 |
|
2024
Q1 | $12.6M | Buy |
36,666
+1,586
| +5% | +$546K | 7.09% | 2 |
|
2023
Q4 | $109M | Buy |
35,080
+1,476
| +4% | +$4.59M | 7.31% | 2 |
|
2023
Q3 | $9.15M | Buy |
33,604
+5,102
| +18% | +$1.39M | 4.47% | 2 |
|
2023
Q2 | $8.06M | Buy |
28,502
+3,791
| +15% | +$1.07M | 3.58% | 5 |
|
2023
Q1 | $6.16M | Buy |
24,711
+3,489
| +16% | +$870K | 2.72% | 5 |
|
2022
Q4 | $4.52M | Buy |
+21,222
| New | +$4.52M | 2.13% | 8 |
|