LCWP
Legacy Capital Wealth Partners’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 | $7.32M | Sell |
12,886
-599
| -4% | -$340K | 1.67% | 10 |
|
|
2025
Q1 | $6.93M | Sell |
13,485
-1,126
| -8% | -$579K | 1.7% | 11 |
|
|
2024
Q4 | $7.87M | Sell |
14,611
-458
| -3% | -$247K | 1.95% | 9 |
|
|
2024
Q3 | $7.95M | Sell |
15,069
-601
| -4% | -$317K | 1.59% | 11 |
|
|
2024
Q2 | $7.84M | Buy |
+15,670
| New | +$7.84M | 2% | 10 |
|
|
2024
Q1 | – | Sell |
-16,553
| Closed | -$7.23M | – | 342 |
|
|
2023
Q4 | $7.23M | Sell |
16,553
-1,128
| -6% | -$493K | 2.05% | 9 |
|
|
2023
Q3 | $6.94M | Buy |
+17,681
| New | +$6.94M | 1.91% | 12 |
|
|
2023
Q2 | – | Sell |
-15,644
| Closed | -$5.88M | – | 239 |
|
|
2023
Q1 | $5.88M | Buy |
+15,644
| New | +$5.88M | 1.61% | 18 |
|