LSA
Lion Street Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
14,729
+691
| +5% | +$193K | 1.25% | 11 |
|
|
2025
Q1 | $3.63M | Buy |
14,038
+44
| +0.3% | +$11.4K | 1.15% | 15 |
|
|
2024
Q4 | $3.7M | Buy |
13,994
+1,434
| +11% | +$379K | 1.18% | 13 |
|
|
2024
Q3 | $3.31M | Sell |
12,560
-54
| -0.4% | -$14.2K | 1.15% | 14 |
|
|
2024
Q2 | $3.05M | Sell |
12,614
-2
| -0% | -$484 | 1.13% | 15 |
|
|
2024
Q1 | $2.93M | Hold |
12,616
| – | – | 1.2% | 11 |
|
|
2023
Q4 | $2.93M | Buy |
12,616
+5,018
| +66% | +$1.17M | 1.2% | 11 |
|
|
2023
Q3 | $1.58M | Sell |
7,598
-78
| -1% | -$16.2K | 0.52% | 33 |
|
|
2023
Q2 | $1.94M | Buy |
7,676
+714
| +10% | +$180K | 0.65% | 20 |
|
|
2023
Q1 | $1.47M | Buy |
+6,962
| New | +$1.47M | 0.45% | 33 |
|