LL
LPWM LLC’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
24,579
-2,192
| -8% | -$295K | 0.96% | 21 |
|
|
2025
Q1 | $3.09M | Buy |
26,771
+777
| +3% | +$89.8K | 1% | 23 |
|
|
2024
Q4 | $2.98M | Buy |
25,994
+3,362
| +15% | +$385K | 0.96% | 23 |
|
|
2024
Q3 | $2.81M | Buy |
22,632
+461
| +2% | +$57.3K | 0.92% | 23 |
|
|
2024
Q2 | $2.65M | Buy |
22,171
+412
| +2% | +$49.2K | 0.91% | 23 |
|
|
2024
Q1 | $2.52M | Buy |
21,759
+377
| +2% | +$43.7K | 0.93% | 23 |
|
|
2023
Q4 | $2.41M | Buy |
21,382
+818
| +4% | +$92.1K | 0.95% | 22 |
|
|
2023
Q3 | $2.15M | Buy |
20,564
+578
| +3% | +$60.4K | 0.97% | 21 |
|
|
2023
Q2 | $2.22M | Sell |
19,986
-925
| -4% | -$103K | 0.98% | 21 |
|
|
2023
Q1 | $2.28M | Buy |
20,911
+309
| +1% | +$33.8K | 1.1% | 18 |
|
|
2022
Q4 | $2.21M | Sell |
20,602
-1,175
| -5% | -$126K | 1.19% | 18 |
|
|
2022
Q3 | $2.02M | Buy |
21,777
+384
| +2% | +$35.6K | 1.2% | 17 |
|
|
2022
Q2 | $2.21M | Sell |
21,393
-638
| -3% | -$65.8K | 1.23% | 17 |
|
|
2022
Q1 | $2.7M | Buy |
22,031
+182
| +0.8% | +$22.3K | 1.34% | 15 |
|
|
2021
Q4 | $2.93M | Buy |
21,849
+1,368
| +7% | +$183K | 1.55% | 9 |
|
|
2021
Q3 | $2.75M | Buy |
20,481
+791
| +4% | +$106K | 1.63% | 9 |
|
|
2021
Q2 | $2.71M | Buy |
19,690
+1,347
| +7% | +$186K | 1.63% | 9 |
|
|
2021
Q1 | $2.39M | Buy |
18,343
+687
| +4% | +$89.6K | 1.61% | 9 |
|
|
2020
Q4 | $2.15M | Buy |
17,656
+326
| +2% | +$39.7K | 1.61% | 8 |
|
|
2020
Q3 | $1.85M | Sell |
17,330
-32
| -0.2% | -$3.41K | 1.5% | 11 |
|
|
2020
Q2 | $1.68M | Sell |
17,362
-2,195
| -11% | -$212K | 1.53% | 9 |
|
|
2020
Q1 | $1.53M | Buy |
19,557
+640
| +3% | +$50.1K | 1.67% | 11 |
|
|
2019
Q4 | $2.1M | Buy |
+18,917
| New | +$2.1M | 1.94% | 9 |
|