LWA
Lenox Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $188K | Hold |
700
| – | – | 0.02% | 115 |
|
2021
Q4 | $211K | Hold |
700
| – | – | 0.03% | 109 |
|
2021
Q3 | $187K | Hold |
700
| – | – | 0.02% | 109 |
|
2021
Q2 | $184K | Hold |
700
| – | – | 0.02% | 108 |
|
2021
Q1 | $164K | Hold |
700
| – | – | 0.02% | 98 |
|
2020
Q4 | $161K | Hold |
700
| – | – | 0.02% | 99 |
|
2020
Q3 | $146K | Hold |
700
| – | – | 0.02% | 95 |
|
2020
Q2 | $131K | Hold |
700
| – | – | 0.02% | 91 |
|
2020
Q1 | $104K | Hold |
700
| – | – | 0.02% | 93 |
|
2019
Q4 | $122K | Hold |
700
| – | – | 0.02% | 109 |
|
2019
Q3 | $113K | Hold |
700
| – | – | 0.02% | 106 |
|
2019
Q2 | $113K | Hold |
700
| – | – | 0.02% | 105 |
|
2019
Q1 | $108K | Hold |
700
| – | – | 0.02% | 102 |
|
2018
Q4 | $95K | Hold |
700
| – | – | 0.02% | 102 |
|
2018
Q3 | $111K | Hold |
700
| – | – | 0.02% | 99 |
|
2018
Q2 | $102K | Hold |
700
| – | – | 0.02% | 82 |
|
2018
Q1 | $97K | Hold |
700
| – | – | 0.02% | 104 |
|
2017
Q4 | $96K | Buy |
+700
| New | +$96K | 0.03% | 73 |
|