LWAM
Legacy Wealth Asset Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
693
-9
| -1% | -$3.95K | 0.08% | 315 |
|
|
2025
Q1 | $260K | Hold |
702
| – | – | 0.07% | 313 |
|
|
2024
Q4 | $288K | Hold |
702
| – | – | 0.08% | 312 |
|
|
2024
Q3 | $270K | Hold |
702
| – | – | 0.07% | 317 |
|
|
2024
Q2 | $263K | Hold |
702
| – | – | 0.07% | 310 |
|
|
2024
Q1 | $242K | Buy |
+702
| New | +$242K | 0.07% | 321 |
|
|
2022
Q1 | – | Sell |
-662
| Closed | -$212K | – | 341 |
|
|
2021
Q4 | $212K | Buy |
+662
| New | +$212K | 0.07% | 298 |
|