LCWP
Legacy Capital Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,690
| Closed | -$1.74M | – | 396 |
|
|
2025
Q1 | $1.74M | Buy |
4,690
+147
| +3% | +$54.5K | 0.43% | 36 |
|
|
2024
Q4 | $1.86M | Buy |
+4,543
| New | +$1.86M | 0.46% | 35 |
|
|
2024
Q1 | – | Sell |
-883
| Closed | -$274K | – | 346 |
|
|
2023
Q4 | $274K | Buy |
+883
| New | +$274K | 0.08% | 233 |
|
|
2023
Q2 | – | Sell |
-2,423
| Closed | -$604K | – | 241 |
|
|
2023
Q1 | $604K | Sell |
2,423
-41
| -2% | -$10.2K | 0.17% | 117 |
|
|
2022
Q4 | $525K | Sell |
2,464
-38,828
| -94% | -$8.28M | 0.25% | 48 |
|
|
2022
Q3 | $8.83M | Buy |
41,292
+6,164
| +18% | +$1.32M | 4.69% | 7 |
|
|
2022
Q2 | $7.83M | Sell |
35,128
-50
| -0.1% | -$11.1K | 3.94% | 9 |
|
|
2022
Q1 | $10.1M | Buy |
+35,178
| New | +$10.1M | 4.35% | 9 |
|