LL
LPWM LLC’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Sell |
15,564
-223
| -1% | -$62.6K | 1.28% | 16 |
|
|
2025
Q1 | $4.01M | Sell |
15,787
-4,758
| -23% | -$1.21M | 1.29% | 17 |
|
|
2024
Q4 | $5.48M | Sell |
20,545
-779
| -4% | -$208K | 1.76% | 13 |
|
|
2024
Q3 | $5.48M | Sell |
21,324
-3
| -0% | -$772 | 1.8% | 12 |
|
|
2024
Q2 | $5.35M | Buy |
21,327
+1,689
| +9% | +$424K | 1.85% | 11 |
|
|
2024
Q1 | $4.6M | Buy |
19,638
+774
| +4% | +$181K | 1.69% | 13 |
|
|
2023
Q4 | $4.02M | Buy |
18,864
+4,440
| +31% | +$947K | 1.59% | 14 |
|
|
2023
Q3 | $2.8M | Buy |
14,424
+473
| +3% | +$91.9K | 1.26% | 15 |
|
|
2023
Q2 | $2.81M | Sell |
13,951
-39
| -0.3% | -$7.87K | 1.24% | 16 |
|
|
2023
Q1 | $2.61M | Sell |
13,990
-702
| -5% | -$131K | 1.25% | 16 |
|
|
2022
Q4 | $2.61M | Buy |
14,692
+4,193
| +40% | +$745K | 1.4% | 15 |
|
|
2022
Q3 | $1.72M | Sell |
10,499
-161
| -2% | -$26.3K | 1.02% | 20 |
|
|
2022
Q2 | $1.89M | Buy |
10,660
+642
| +6% | +$114K | 1.05% | 18 |
|
|
2022
Q1 | $2.06M | Buy |
10,018
+28
| +0.3% | +$5.74K | 1.02% | 18 |
|
|
2021
Q4 | $2.19M | Buy |
9,990
+2,198
| +28% | +$481K | 1.16% | 13 |
|
|
2021
Q3 | $1.58M | Buy |
7,792
+60
| +0.8% | +$12.2K | 0.94% | 16 |
|
|
2021
Q2 | $1.57M | Buy |
7,732
+361
| +5% | +$73.4K | 0.94% | 15 |
|
|
2021
Q1 | $1.38M | Buy |
7,371
+9
| +0.1% | +$1.69K | 0.93% | 18 |
|
|
2020
Q4 | $1.29M | Sell |
7,362
-668
| -8% | -$117K | 0.96% | 16 |
|
|
2020
Q3 | $1.25M | Buy |
8,030
+840
| +12% | +$131K | 1.02% | 18 |
|
|
2020
Q2 | $1.02M | Hold |
7,190
| – | – | 0.93% | 19 |
|
|
2020
Q1 | $843K | Buy |
7,190
+272
| +4% | +$31.9K | 0.92% | 17 |
|
|
2019
Q4 | $1.02M | Buy |
+6,918
| New | +$1.02M | 0.94% | 16 |
|