LWA
Lineweaver Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-681
| Closed | -$253K | – | 162 |
|
|
2025
Q1 | $253K | Buy |
681
+1
| +0.1% | +$371 | 0.04% | 130 |
|
|
2024
Q4 | $279K | Buy |
+680
| New | +$279K | 0.05% | 120 |
|
|
2023
Q3 | – | Sell |
-873
| Closed | -$247K | – | 143 |
|
|
2023
Q2 | $247K | Buy |
873
+5
| +0.6% | +$1.41K | 0.07% | 108 |
|
|
2023
Q1 | $217K | Buy |
+868
| New | +$217K | 0.07% | 117 |
|
|
2022
Q2 | – | Sell |
-850
| Closed | -$244K | – | 155 |
|
|
2022
Q1 | $244K | Buy |
850
+1
| +0.1% | +$287 | 0.07% | 123 |
|
|
2021
Q4 | $272K | Buy |
849
+1
| +0.1% | +$320 | 0.08% | 116 |
|
|
2021
Q3 | $246K | Buy |
848
+1
| +0.1% | +$290 | 0.08% | 120 |
|
|
2021
Q2 | $242K | Sell |
847
-558
| -40% | -$159K | 0.08% | 110 |
|
|
2021
Q1 | $361K | Buy |
+1,405
| New | +$361K | 0.13% | 78 |
|