LL
LPWM LLC’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
1,990
-76
| -4% | -$18K | 0.14% | 58 |
|
|
2025
Q1 | $458K | Sell |
2,066
-34
| -2% | -$7.54K | 0.15% | 57 |
|
|
2024
Q4 | $505K | Hold |
2,100
| – | – | 0.16% | 55 |
|
|
2024
Q3 | $491K | Hold |
2,100
| – | – | 0.16% | 53 |
|
|
2024
Q2 | $456K | Hold |
2,100
| – | – | 0.16% | 54 |
|
|
2024
Q1 | $463K | Buy |
2,100
+60
| +3% | +$13.2K | 0.17% | 50 |
|
|
2023
Q4 | $422K | Sell |
2,040
-36
| -2% | -$7.45K | 0.17% | 48 |
|
|
2023
Q3 | $387K | Hold |
2,076
| – | – | 0.17% | 45 |
|
|
2023
Q2 | $414K | Sell |
2,076
-60
| -3% | -$12K | 0.18% | 44 |
|
|
2023
Q1 | $405K | Buy |
2,136
+392
| +22% | +$74.3K | 0.19% | 45 |
|
|
2022
Q4 | $332K | Sell |
1,744
-68
| -4% | -$12.9K | 0.18% | 47 |
|
|
2022
Q3 | $310K | Hold |
1,812
| – | – | 0.18% | 47 |
|
|
2022
Q2 | $329K | Hold |
1,812
| – | – | 0.18% | 45 |
|
|
2022
Q1 | $376K | Sell |
1,812
-30
| -2% | -$6.23K | 0.19% | 45 |
|
|
2021
Q4 | $416K | Hold |
1,842
| – | – | 0.22% | 40 |
|
|
2021
Q3 | $409K | Sell |
1,842
-10
| -0.5% | -$2.22K | 0.24% | 40 |
|
|
2021
Q2 | $416K | Buy |
1,852
+35
| +2% | +$7.86K | 0.25% | 39 |
|
|
2021
Q1 | $395K | Buy |
1,817
+44
| +2% | +$9.57K | 0.27% | 39 |
|
|
2020
Q4 | $345K | Buy |
1,773
+4
| +0.2% | +$778 | 0.26% | 43 |
|
|
2020
Q3 | $276K | Buy |
1,769
+3
| +0.2% | +$468 | 0.22% | 43 |
|
|
2020
Q2 | $257K | Buy |
+1,766
| New | +$257K | 0.23% | 44 |
|