LFR
Lehman Financial Resources’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.56M | Hold |
73,300
| – | – | 2.61% | 10 |
|
|
2018
Q2 | $5.38M | Buy |
73,300
+6,000
| +9% | +$440K | 2.71% | 9 |
|
|
2018
Q1 | $4.96M | Hold |
67,300
| – | – | 2.54% | 10 |
|
|
2017
Q4 | $5M | Buy |
67,300
+6,300
| +10% | +$468K | 2.6% | 9 |
|
|
2017
Q3 | $4.31M | Hold |
61,000
| – | – | 2.19% | 12 |
|
|
2017
Q2 | $4.11M | Hold |
61,000
| – | – | 2.31% | 13 |
|
|
2017
Q1 | $3.98M | Hold |
61,000
| – | – | 2.2% | 15 |
|
|
2016
Q4 | $3.72M | Hold |
61,000
| – | – | 2.12% | 19 |
|
|
2016
Q3 | $3.71M | Hold |
61,000
| – | – | 2.15% | 17 |
|
|
2016
Q2 | $3.54M | Hold |
61,000
| – | – | 1.78% | 18 |
|
|
2016
Q1 | $3.52M | Hold |
61,000
| – | – | 1.88% | 17 |
|
|
2015
Q4 | $3.51M | Buy |
+61,000
| New | +$3.51M | 1.89% | 15 |
|