LWA
Lowe Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Hold |
429
| – | – | 0.07% | 60 |
|
|
2025
Q1 | $159K | Hold |
429
| – | – | 0.07% | 59 |
|
|
2024
Q4 | $176K | Hold |
429
| – | – | 0.08% | 58 |
|
|
2024
Q3 | $165K | Hold |
429
| – | – | 0.07% | 56 |
|
|
2024
Q2 | $160K | Buy |
429
+18
| +4% | +$6.73K | 0.07% | 51 |
|
|
2024
Q1 | $141K | Sell |
411
-250
| -38% | -$86.1K | 0.07% | 59 |
|
|
2023
Q4 | $205K | Hold |
661
| – | – | 0.1% | 52 |
|
|
2023
Q3 | $180K | Hold |
661
| – | – | 0.1% | 56 |
|
|
2023
Q2 | $187K | Hold |
661
| – | – | 0.09% | 54 |
|
|
2023
Q1 | $165K | Sell |
661
-100
| -13% | -$24.9K | 0.09% | 51 |
|
|
2022
Q4 | $162K | Buy |
761
+750
| +6,818% | +$160K | 0.09% | 52 |
|
|
2022
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 302 |
|
|
2022
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 284 |
|
|
2022
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 280 |
|
|
2021
Q4 | $4K | Hold |
11
| – | – | ﹤0.01% | 246 |
|
|
2021
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 250 |
|
|
2021
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 244 |
|
|
2021
Q1 | $3K | Sell |
11
-12
| -52% | -$3.27K | ﹤0.01% | 238 |
|
|
2020
Q4 | $6K | Hold |
23
| – | – | ﹤0.01% | 198 |
|
|
2020
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 196 |
|
|
2020
Q2 | $5K | Sell |
23
-29
| -56% | -$6.3K | ﹤0.01% | 192 |
|
|
2020
Q1 | $8K | Sell |
52
-46
| -47% | -$7.08K | 0.01% | 166 |
|
|
2019
Q4 | $18K | Hold |
98
| – | – | 0.01% | 122 |
|
|
2019
Q3 | $16K | Hold |
98
| – | – | 0.01% | 125 |
|
|
2019
Q2 | $16K | Hold |
98
| – | – | 0.01% | 131 |
|
|
2019
Q1 | $15K | Buy |
98
+75
| +326% | +$11.5K | 0.01% | 118 |
|
|
2018
Q4 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 202 |
|