LWP
Legacy Wealth Planning’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.51M | Sell |
12,379
-171
| -1% | -$20.8K | 2.49% | 9 |
|
|
2022
Q2 | $1.63M | Sell |
12,550
-43
| -0.3% | -$5.57K | 2.33% | 9 |
|
|
2022
Q1 | $1.89M | Buy |
12,593
+1,031
| +9% | +$154K | 2.22% | 11 |
|
|
2021
Q4 | $1.74M | Buy |
11,562
+727
| +7% | +$109K | 1.98% | 12 |
|
|
2021
Q3 | $1.51M | Buy |
10,835
+21
| +0.2% | +$2.93K | 1.7% | 11 |
|
|
2021
Q2 | $1.52M | Buy |
10,814
+279
| +3% | +$39.2K | 1.73% | 10 |
|
|
2021
Q1 | $1.42M | Buy |
10,535
+601
| +6% | +$81.1K | 1.81% | 10 |
|
|
2020
Q4 | $1.18M | Buy |
9,934
+355
| +4% | +$42.2K | 1.52% | 18 |
|
|
2020
Q3 | $971K | Sell |
9,579
-106
| -1% | -$10.7K | 1.11% | 22 |
|
|
2020
Q2 | $927K | Buy |
9,685
+117
| +1% | +$11.2K | 1.1% | 24 |
|
|
2020
Q1 | $778K | Buy |
9,568
+49
| +0.5% | +$3.98K | 1.25% | 22 |
|
|
2019
Q4 | $1.14M | Buy |
+9,519
| New | +$1.14M | 1.29% | 21 |
|