LA
Lifeworks Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
6,654
+375
| +6% | +$107K | 0.28% | 86 |
|
|
2025
Q1 | $1.61M | Buy |
6,279
+527
| +9% | +$135K | 0.27% | 90 |
|
|
2024
Q4 | $1.55M | Buy |
5,752
+526
| +10% | +$142K | 0.28% | 93 |
|
|
2024
Q3 | $1.38M | Buy |
5,226
+1,195
| +30% | +$315K | 0.27% | 98 |
|
|
2024
Q2 | $1.01M | Buy |
4,031
+2,004
| +99% | +$500K | 0.28% | 85 |
|
|
2024
Q1 | $486K | Buy |
2,027
+604
| +42% | +$145K | 0.14% | 130 |
|
|
2023
Q4 | $311K | Buy |
1,423
+111
| +8% | +$24.2K | 0.11% | 157 |
|
|
2023
Q3 | $257K | Buy |
+1,312
| New | +$257K | 0.1% | 162 |
|