LPAM
Lodestar Private Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Sell |
29,531
-490
| -2% | -$278K | 1.93% | 12 |
|
|
2025
Q1 | $15.4M | Buy |
30,021
+692
| +2% | +$356K | 1.94% | 12 |
|
|
2024
Q4 | $15.8M | Buy |
29,329
+214
| +0.7% | +$115K | 1.98% | 12 |
|
|
2024
Q3 | $15.4M | Sell |
29,115
-10
| -0% | -$5.28K | 1.96% | 13 |
|
|
2024
Q2 | $14.6M | Sell |
29,125
-72
| -0.2% | -$36K | 2% | 12 |
|
|
2024
Q1 | $14M | Buy |
29,197
+248
| +0.9% | +$119K | 2% | 13 |
|
|
2023
Q4 | $12.6M | Sell |
28,949
-6
| -0% | -$2.62K | 1.94% | 13 |
|
|
2023
Q3 | $11.4M | Sell |
28,955
-75
| -0.3% | -$29.5K | 1.95% | 14 |
|
|
2023
Q2 | $11.8M | Sell |
29,030
-247
| -0.8% | -$101K | 1.98% | 14 |
|
|
2023
Q1 | $11M | Sell |
29,277
-337
| -1% | -$127K | 1.97% | 14 |
|
|
2022
Q4 | $10.4M | Buy |
+29,614
| New | +$10.4M | 2% | 15 |
|