LWMT

Legacy Wealth Management (Tennessee)’s Vanguard Large-Cap ETF VV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,665	Closed	-$337K	–	20
2023 Q2	$337K	Buy	+1,665	New	+$337K	0.03%	17
2017 Q1	–	Sell	-180	Closed	-$18.5K	–	67
2016 Q4	$18.5K	Buy	+180	New	+$18.5K	﹤0.01%	33