LWMM
Legacy Wealth Management (Mississippi)’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,200
| Closed | -$1.26M | – | 101 |
|
|
2020
Q3 | $1.26M | Hold |
8,200
| – | – | 0.87% | 39 |
|
|
2020
Q2 | $1.19M | Hold |
8,200
| – | – | 0.91% | 37 |
|
|
2020
Q1 | $947K | Hold |
8,200
| – | – | 0.88% | 37 |
|
|
2019
Q4 | $1.36M | Buy |
+8,200
| New | +$1.36M | 1.18% | 22 |
|