LPAM
Lodestar Private Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
8,077
-35
| -0.4% | -$9.79K | 0.26% | 68 |
|
|
2025
Q1 | $2.1M | Buy |
8,112
+747
| +10% | +$193K | 0.26% | 67 |
|
|
2024
Q4 | $1.95M | Sell |
7,365
-53
| -0.7% | -$14K | 0.24% | 71 |
|
|
2024
Q3 | $1.96M | Buy |
7,418
+181
| +3% | +$47.8K | 0.25% | 74 |
|
|
2024
Q2 | $1.75M | Buy |
7,237
+95
| +1% | +$23K | 0.24% | 76 |
|
|
2024
Q1 | $1.78M | Sell |
7,142
-99
| -1% | -$24.7K | 0.25% | 74 |
|
|
2023
Q4 | $1.68M | Buy |
7,241
+637
| +10% | +$148K | 0.26% | 75 |
|
|
2023
Q3 | $1.38M | Sell |
6,604
-638
| -9% | -$133K | 0.24% | 75 |
|
|
2023
Q2 | $1.59M | Sell |
7,242
-329
| -4% | -$72.4K | 0.27% | 69 |
|
|
2023
Q1 | $1.6M | Sell |
7,571
-1,312
| -15% | -$277K | 0.29% | 69 |
|
|
2022
Q4 | $1.81M | Buy |
+8,883
| New | +$1.81M | 0.35% | 64 |
|