LWA
Lenox Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $107K | Hold |
260
| – | – | 0.01% | 164 |
|
|
2021
Q4 | $114K | Buy |
260
+10
| +4% | +$4.39K | 0.01% | 157 |
|
|
2021
Q3 | $99K | Hold |
250
| – | – | 0.01% | 157 |
|
|
2021
Q2 | $98K | Hold |
250
| – | – | 0.01% | 160 |
|
|
2021
Q1 | $91K | Hold |
250
| – | – | 0.01% | 137 |
|
|
2020
Q4 | $86K | Buy |
250
+50
| +25% | +$17.2K | 0.01% | 135 |
|
|
2020
Q3 | $62K | Hold |
200
| – | – | 0.01% | 144 |
|
|
2020
Q2 | $57K | Hold |
200
| – | – | 0.01% | 149 |
|
|
2020
Q1 | $47K | Sell |
200
-8
| -4% | -$1.88K | 0.01% | 145 |
|
|
2019
Q4 | $62K | Buy |
208
+8
| +4% | +$2.39K | 0.01% | 154 |
|
|
2019
Q3 | $55K | Sell |
200
-1,046
| -84% | -$288K | 0.01% | 150 |
|
|
2019
Q2 | $335K | Sell |
1,246
-864
| -41% | -$232K | 0.06% | 53 |
|
|
2019
Q1 | $548K | Buy |
2,110
+560
| +36% | +$145K | 0.1% | 35 |
|
|
2018
Q4 | $356K | Sell |
1,550
-255
| -14% | -$58.6K | 0.08% | 45 |
|
|
2018
Q3 | $482K | Sell |
1,805
-55
| -3% | -$14.7K | 0.1% | 34 |
|
|
2018
Q2 | $464K | Buy |
1,860
+525
| +39% | +$131K | 0.1% | 29 |
|
|
2018
Q1 | $323K | Buy |
1,335
+135
| +11% | +$32.7K | 0.08% | 41 |
|
|
2017
Q4 | $294K | Sell |
1,200
-21
| -2% | -$5.15K | 0.08% | 25 |
|
|
2017
Q3 | $282K | Sell |
1,221
-49
| -4% | -$11.3K | 0.09% | 23 |
|
|
2017
Q2 | $282K | Buy |
1,270
+70
| +6% | +$15.5K | 0.09% | 20 |
|
|
2017
Q1 | $260K | Hold |
1,200
| – | – | 0.08% | 21 |
|
|
2016
Q4 | $246K | Hold |
1,200
| – | – | 0.08% | 22 |
|
|
2016
Q3 | $238K | Hold |
1,200
| – | – | 0.07% | 28 |
|
|
2016
Q2 | $231K | Hold |
1,200
| – | – | 0.07% | 32 |
|
|
2016
Q1 | $226K | Hold |
1,200
| – | – | 0.07% | 32 |
|
|
2015
Q4 | $224K | Buy |
+1,200
| New | +$224K | 0.07% | 31 |
|