LWP
Laurel Wealth Planning’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-249
| Closed | -$50.7K | – | 203 |
|
|
2022
Q4 | $50.7K | Hold |
249
| – | – | 0.03% | 107 |
|
|
2022
Q3 | $47K | Hold |
249
| – | – | 0.03% | 106 |
|
|
2022
Q2 | $49K | Sell |
249
-230
| -48% | -$45.3K | 0.03% | 110 |
|
|
2022
Q1 | $114K | Sell |
479
-6,101
| -93% | -$1.45M | 0.08% | 88 |
|
|
2021
Q4 | $1.68M | Buy |
6,580
+4,194
| +176% | +$1.07M | 1.27% | 25 |
|
|
2021
Q3 | $565K | Buy |
2,386
+860
| +56% | +$204K | 0.46% | 44 |
|
|
2021
Q2 | $362K | Hold |
1,526
| – | – | 0.32% | 41 |
|
|
2021
Q1 | $338K | Buy |
1,526
+559
| +58% | +$124K | 0.31% | 39 |
|
|
2020
Q4 | $200K | Buy |
+967
| New | +$200K | 0.2% | 41 |
|