LSA
Lion Street 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 | $6.15M | Hold |
21,541
| – | – | 1.86% | 7 |
|
|
2025
Q1 | $5.54M | Sell |
21,541
-3,000
| -12% | -$771K | 1.76% | 8 |
|
|
2024
Q4 | $6.62M | Buy |
24,541
+600
| +3% | +$162K | 2.11% | 4 |
|
|
2024
Q3 | $6.3M | Sell |
23,941
-2,200
| -8% | -$579K | 2.2% | 3 |
|
|
2024
Q2 | $6.53M | Buy |
26,141
+900
| +4% | +$225K | 2.42% | 3 |
|
|
2024
Q1 | $5.51M | Hold |
25,241
| – | – | 2.25% | 4 |
|
|
2023
Q4 | $5.51M | Buy |
25,241
+1,850
| +8% | +$404K | 2.25% | 4 |
|
|
2023
Q3 | $4.58M | Sell |
23,391
-3,615
| -13% | -$707K | 1.49% | 6 |
|
|
2023
Q2 | $5.81M | Buy |
27,006
+5,007
| +23% | +$1.08M | 1.95% | 4 |
|
|
2023
Q1 | $4.11M | Buy |
+21,999
| New | +$4.11M | 1.27% | 6 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | -$7K | – | 406 |
|
|
2020
Q1 | $7K | Buy |
+60
| New | +$7K | 0.04% | 218 |
|