LPAM
Lodestar Private Asset Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Buy |
11,103
+1,388
| +14% | +$609K | 0.56% | 46 |
|
|
2025
Q1 | $3.6M | Buy |
9,715
+171
| +2% | +$63.4K | 0.45% | 53 |
|
|
2024
Q4 | $3.92M | Sell |
9,544
-138
| -1% | -$56.6K | 0.49% | 50 |
|
|
2024
Q3 | $3.72M | Sell |
9,682
-533
| -5% | -$205K | 0.47% | 52 |
|
|
2024
Q2 | $3.82M | Sell |
10,215
-215
| -2% | -$80.4K | 0.53% | 48 |
|
|
2024
Q1 | $3.59M | Buy |
10,430
+16
| +0.2% | +$5.51K | 0.51% | 52 |
|
|
2023
Q4 | $3.24M | Sell |
10,414
-736
| -7% | -$229K | 0.5% | 52 |
|
|
2023
Q3 | $3.04M | Sell |
11,150
-1,774
| -14% | -$483K | 0.52% | 51 |
|
|
2023
Q2 | $3.66M | Sell |
12,924
-2,151
| -14% | -$609K | 0.61% | 42 |
|
|
2023
Q1 | $3.76M | Sell |
15,075
-1,833
| -11% | -$457K | 0.67% | 39 |
|
|
2022
Q4 | $3.6M | Buy |
+16,908
| New | +$3.6M | 0.69% | 39 |
|