LPAM
Lodestar Private Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
5,363
+1,165
| +28% | +$276K | 0.15% | 86 |
|
|
2025
Q1 | $931K | Buy |
4,198
+70
| +2% | +$15.5K | 0.12% | 102 |
|
|
2024
Q4 | $992K | Buy |
4,128
+117
| +3% | +$28.1K | 0.12% | 99 |
|
|
2024
Q3 | $951K | Sell |
4,011
-16
| -0.4% | -$3.8K | 0.12% | 100 |
|
|
2024
Q2 | $878K | Sell |
4,027
-7
| -0.2% | -$1.53K | 0.12% | 102 |
|
|
2024
Q1 | $922K | Buy |
4,034
+16
| +0.4% | +$3.66K | 0.13% | 101 |
|
|
2023
Q4 | $857K | Buy |
4,018
+29
| +0.7% | +$6.19K | 0.13% | 100 |
|
|
2023
Q3 | $754K | Sell |
3,989
-335
| -8% | -$63.3K | 0.13% | 101 |
|
|
2023
Q2 | $860K | Sell |
4,324
-32
| -0.7% | -$6.36K | 0.14% | 97 |
|
|
2023
Q1 | $826K | Sell |
4,356
-353
| -7% | -$66.9K | 0.15% | 98 |
|
|
2022
Q4 | $864K | Buy |
+4,709
| New | +$864K | 0.17% | 95 |
|