LWM
Lodestone Wealth 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 | $1.37M | Hold |
4,794
| – | – | 0.67% | 52 |
|
|
2025
Q1 | $1.23M | Buy |
4,794
+17
| +0.4% | +$4.37K | 0.66% | 53 |
|
|
2024
Q4 | $1.29M | Buy |
4,777
+29
| +0.6% | +$7.82K | 0.65% | 53 |
|
|
2024
Q3 | $1.25M | Buy |
4,748
+17
| +0.4% | +$4.48K | 0.63% | 57 |
|
|
2024
Q2 | $1.18M | Hold |
4,731
| – | – | 0.62% | 56 |
|
|
2024
Q1 | $1.13M | Buy |
4,731
+16
| +0.3% | +$3.84K | 0.6% | 57 |
|
|
2023
Q4 | $1.03M | Buy |
+4,715
| New | +$1.03M | 0.6% | 58 |
|