LPAM
Lodestar Private Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Sell |
21,990
-510
| -2% | -$146K | 0.72% | 40 |
|
|
2025
Q1 | $5.78M | Sell |
22,500
-285
| -1% | -$73.3K | 0.73% | 40 |
|
|
2024
Q4 | $6.15M | Sell |
22,785
-810
| -3% | -$218K | 0.77% | 37 |
|
|
2024
Q3 | $6.21M | Sell |
23,595
-207
| -0.9% | -$54.5K | 0.79% | 37 |
|
|
2024
Q2 | $5.94M | Sell |
23,802
-369
| -2% | -$92.1K | 0.82% | 36 |
|
|
2024
Q1 | $5.8M | Sell |
24,171
-1,005
| -4% | -$241K | 0.83% | 36 |
|
|
2023
Q4 | $5.49M | Sell |
25,176
-411
| -2% | -$89.7K | 0.84% | 36 |
|
|
2023
Q3 | $5.01M | Sell |
25,587
-616
| -2% | -$121K | 0.86% | 36 |
|
|
2023
Q2 | $5.31M | Sell |
26,203
-99
| -0.4% | -$20.1K | 0.89% | 30 |
|
|
2023
Q1 | $4.91M | Sell |
26,302
-1,901
| -7% | -$355K | 0.88% | 30 |
|
|
2022
Q4 | $4.91M | Buy |
+28,203
| New | +$4.91M | 0.94% | 28 |
|