LWA
Lenox Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $105K | Hold |
511
| – | – | 0.01% | 166 |
|
|
2021
Q4 | $113K | Hold |
511
| – | – | 0.01% | 159 |
|
|
2021
Q3 | $103K | Hold |
511
| – | – | 0.01% | 155 |
|
|
2021
Q2 | $103K | Hold |
511
| – | – | 0.01% | 155 |
|
|
2021
Q1 | $95K | Hold |
511
| – | – | 0.01% | 133 |
|
|
2020
Q4 | $90K | Buy |
511
+49
| +11% | +$8.63K | 0.01% | 130 |
|
|
2020
Q3 | $72K | Hold |
462
| – | – | 0.01% | 132 |
|
|
2020
Q2 | $66K | Hold |
462
| – | – | 0.01% | 133 |
|
|
2020
Q1 | $55K | Sell |
462
-135
| -23% | -$16.1K | 0.01% | 126 |
|
|
2019
Q4 | $88K | Buy |
597
+135
| +29% | +$19.9K | 0.01% | 123 |
|
|
2019
Q3 | $63K | Buy |
+462
| New | +$63K | 0.01% | 139 |
|
|
2019
Q1 | – | Sell |
-358
| Closed | -$41K | – | 631 |
|
|
2018
Q4 | $41K | Buy |
358
+169
| +89% | +$19.4K | 0.01% | 133 |
|
|
2018
Q3 | $25K | Buy |
+189
| New | +$25K | 0.01% | 193 |
|
|
2017
Q4 | – | Sell |
-3
| Closed | – | – | 461 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 287 |
|