LWM
Lionsbridge Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,703
| Closed | -$1.38M | – | 56 |
|
|
2021
Q4 | $1.38M | Sell |
17,703
-99
| -0.6% | -$7.72K | 1.48% | 36 |
|
|
2021
Q3 | $1.44M | Sell |
17,802
-187
| -1% | -$15.1K | 1.56% | 29 |
|
|
2021
Q2 | $1.48M | Buy |
17,989
+1,514
| +9% | +$125K | 1.58% | 29 |
|
|
2021
Q1 | $1.35M | Buy |
16,475
+790
| +5% | +$64.5K | 1.31% | 33 |
|
|
2020
Q4 | $1.25M | Buy |
+15,685
| New | +$1.25M | 1.35% | 32 |
|