LWAM
Legacy Wealth Asset Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $232K | Hold |
2,728
| – | – | 0.06% | 333 |
|
2025
Q1 | $225K | Hold |
2,728
| – | – | 0.06% | 326 |
|
2024
Q4 | $222K | Hold |
2,728
| – | – | 0.06% | 335 |
|
2024
Q3 | $227K | Hold |
2,728
| – | – | 0.06% | 330 |
|
2024
Q2 | $209K | Hold |
2,728
| – | – | 0.06% | 325 |
|
2024
Q1 | $215K | Buy |
+2,728
| New | +$215K | 0.06% | 330 |
|
2022
Q1 | – | Sell |
-2,728
| Closed | -$201K | – | 340 |
|
2021
Q4 | $201K | Buy |
+2,728
| New | +$201K | 0.07% | 300 |
|