LAM
LifePro Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $220K | Buy |
+926
| New | +$220K | 0.13% | 136 |
|
|
2024
Q1 | – | Sell |
-1,872
| Closed | -$399K | – | 140 |
|
|
2023
Q4 | $399K | Sell |
1,872
-32
| -2% | -$6.83K | 0.31% | 72 |
|
|
2023
Q3 | $360K | Buy |
+1,904
| New | +$360K | 0.3% | 71 |
|
|
2023
Q2 | – | Sell |
-1,321
| Closed | -$243K | – | 136 |
|
|
2023
Q1 | $243K | Hold |
1,321
| – | – | 0.18% | 95 |
|
|
2022
Q4 | $243K | Buy |
1,321
+5
| +0.4% | +$918 | 0.18% | 94 |
|
|
2022
Q3 | $225K | Sell |
1,316
-18
| -1% | -$3.08K | 0.13% | 69 |
|
|
2022
Q2 | $235K | Buy |
1,334
+22
| +2% | +$3.88K | 0.12% | 106 |
|
|
2022
Q1 | $279K | Buy |
1,312
+140
| +12% | +$29.8K | 0.1% | 101 |
|
|
2021
Q4 | $265K | Buy |
1,172
+50
| +4% | +$11.3K | 0.08% | 111 |
|
|
2021
Q3 | $245K | Buy |
+1,122
| New | +$245K | 0.07% | 89 |
|