LWAM
Legacy Wealth Asset Management’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 | $604K | Hold |
1,063
| – | – | 0.15% | 209 |
|
|
2025
Q1 | $546K | Buy |
1,063
+6
| +0.6% | +$3.08K | 0.15% | 225 |
|
|
2024
Q4 | $570K | Hold |
1,057
| – | – | 0.16% | 213 |
|
|
2024
Q3 | $558K | Buy |
1,057
+8
| +0.8% | +$4.22K | 0.15% | 220 |
|
|
2024
Q2 | $525K | Buy |
1,049
+5
| +0.5% | +$2.5K | 0.15% | 220 |
|
|
2024
Q1 | $502K | Buy |
1,044
+419
| +67% | +$201K | 0.14% | 231 |
|
|
2023
Q4 | $273K | Hold |
625
| – | – | 0.09% | 304 |
|
|
2023
Q3 | $245K | Hold |
625
| – | – | 0.09% | 301 |
|
|
2023
Q2 | $255K | Hold |
625
| – | – | 0.09% | 307 |
|
|
2023
Q1 | $235K | Hold |
625
| – | – | 0.08% | 313 |
|
|
2022
Q4 | $220K | Hold |
625
| – | – | 0.08% | 315 |
|
|
2022
Q3 | $205K | Hold |
625
| – | – | 0.09% | 307 |
|
|
2022
Q2 | $217K | Hold |
625
| – | – | 0.09% | 286 |
|
|
2022
Q1 | $259K | Hold |
625
| – | – | 0.09% | 264 |
|
|
2021
Q4 | $273K | Hold |
625
| – | – | 0.09% | 273 |
|
|
2021
Q3 | $247K | Hold |
625
| – | – | 0.11% | 262 |
|
|
2021
Q2 | $246K | Hold |
625
| – | – | 0.11% | 271 |
|
|
2021
Q1 | $228K | Hold |
625
| – | – | 0.11% | 272 |
|
|
2020
Q4 | $215K | Buy |
+625
| New | +$215K | 0.11% | 271 |
|