LWP
Legacy Wealth Planning’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.5M | Sell |
7,675
-85
| -1% | -$16.6K | 2.48% | 10 |
|
|
2022
Q2 | $1.53M | Sell |
7,760
-104
| -1% | -$20.5K | 2.19% | 11 |
|
|
2022
Q1 | $1.95M | Buy |
7,864
+1,634
| +26% | +$405K | 2.3% | 10 |
|
|
2021
Q4 | $1.76M | Buy |
6,230
+949
| +18% | +$267K | 2% | 11 |
|
|
2021
Q3 | $1.48M | Buy |
5,281
+47
| +0.9% | +$13.2K | 1.66% | 12 |
|
|
2021
Q2 | $1.52M | Buy |
5,234
+155
| +3% | +$44.9K | 1.73% | 11 |
|
|
2021
Q1 | $1.4M | Sell |
5,079
-619
| -11% | -$170K | 1.78% | 12 |
|
|
2020
Q4 | $1.53M | Buy |
5,698
+36
| +0.6% | +$9.64K | 1.96% | 11 |
|
|
2020
Q3 | $1.22M | Sell |
5,662
-276
| -5% | -$59.3K | 1.39% | 16 |
|
|
2020
Q2 | $1.19M | Sell |
5,938
-47
| -0.8% | -$9.38K | 1.41% | 15 |
|
|
2020
Q1 | $900K | Sell |
5,985
-161
| -3% | -$24.2K | 1.44% | 16 |
|
|
2019
Q4 | $1.22M | Buy |
+6,146
| New | +$1.22M | 1.38% | 17 |
|