LWP
Legacy Wealth Planning’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.58M | Buy |
11,020
+9,844
| +837% | +$1.41M | 2.61% | 8 |
|
|
2022
Q2 | $1.67M | Sell |
1,176
-10,209
| -90% | -$14.5M | 2.4% | 8 |
|
|
2022
Q1 | $2M | Buy |
11,385
+1,170
| +11% | +$206K | 2.36% | 9 |
|
|
2021
Q4 | $1.83M | Buy |
10,215
+703
| +7% | +$126K | 2.08% | 10 |
|
|
2021
Q3 | $1.61M | Buy |
9,512
+22
| +0.2% | +$3.72K | 1.8% | 9 |
|
|
2021
Q2 | $1.65M | Buy |
9,490
+221
| +2% | +$38.4K | 1.88% | 8 |
|
|
2021
Q1 | $1.54M | Sell |
9,269
-107
| -1% | -$17.7K | 1.96% | 8 |
|
|
2020
Q4 | $1.33M | Buy |
9,376
+295
| +3% | +$41.9K | 1.71% | 12 |
|
|
2020
Q3 | $1.01M | Sell |
9,081
-109
| -1% | -$12.1K | 1.15% | 21 |
|
|
2020
Q2 | $983K | Buy |
9,190
+120
| +1% | +$12.8K | 1.17% | 22 |
|
|
2020
Q1 | $805K | Buy |
9,070
+311
| +4% | +$27.6K | 1.29% | 20 |
|
|
2019
Q4 | $1.2M | Buy |
+8,759
| New | +$1.2M | 1.36% | 18 |
|