LPWM LLC’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $526K | Buy |
|
|||||
|
2025
Q2 | $472K | Sell |
|
|||||
|
2025
Q1 | $458K | Sell |
|
|||||
|
2024
Q4 | $505K | Hold |
|
|||||
|
2024
Q3 | $491K | Hold |
|
|||||
|
2024
Q2 | $456K | Hold |
|
|||||
|
2024
Q1 | $463K | Buy |
|
|||||
|
2023
Q4 | $422K | Sell |
|
|||||
|
2023
Q3 | $387K | Hold |
|
|||||
|
2023
Q2 | $414K | Sell |
|
|||||
|
2023
Q1 | $405K | Buy |
|
|||||
|
2022
Q4 | $332K | Sell |
|
|||||
|
2022
Q3 | $310K | Hold |
|
|||||
|
2022
Q2 | $329K | Hold |
|
|||||
|
2022
Q1 | $376K | Sell |
|
|||||
|
2021
Q4 | $416K | Hold |
|
|||||
|
2021
Q3 | $409K | Sell |
|
|||||
|
2021
Q2 | $416K | Buy |
|
|||||
|
2021
Q1 | $395K | Buy |
|
|||||
|
2020
Q4 | $345K | Buy |
|
|||||
|
2020
Q3 | $276K | Buy |
|
|||||
|
2020
Q2 | $257K | Buy |
|