LL
LPWM LLC’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,781
| Closed | -$207K | – | 87 |
|
|
2025
Q1 | $207K | Buy |
+1,781
| New | +$207K | 0.07% | 80 |
|
|
2024
Q3 | – | Sell |
-1,903
| Closed | -$218K | – | 78 |
|
|
2024
Q2 | $218K | Sell |
1,903
-8
| -0.4% | -$917 | 0.08% | 71 |
|
|
2024
Q1 | $208K | Buy |
+1,911
| New | +$208K | 0.08% | 69 |
|
|
2023
Q3 | – | Sell |
-2,057
| Closed | -$200K | – | 69 |
|
|
2023
Q2 | $200K | Buy |
+2,057
| New | +$200K | 0.09% | 66 |
|
|
2022
Q4 | – | Sell |
-2,561
| Closed | -$202K | – | 63 |
|
|
2022
Q3 | $202K | Sell |
2,561
-759
| -23% | -$59.9K | 0.12% | 58 |
|
|
2022
Q2 | $288K | Buy |
3,320
+1
| +0% | +$87 | 0.16% | 49 |
|
|
2022
Q1 | $333K | Sell |
3,319
-173
| -5% | -$17.4K | 0.17% | 51 |
|
|
2021
Q4 | $375K | Sell |
3,492
-244
| -7% | -$26.2K | 0.2% | 43 |
|
|
2021
Q3 | $384K | Buy |
3,736
+85
| +2% | +$8.74K | 0.23% | 41 |
|
|
2021
Q2 | $381K | Buy |
3,651
+2
| +0.1% | +$209 | 0.23% | 41 |
|
|
2021
Q1 | $360K | Buy |
3,649
+105
| +3% | +$10.4K | 0.24% | 42 |
|
|
2020
Q4 | $328K | Sell |
3,544
-36
| -1% | -$3.33K | 0.24% | 44 |
|
|
2020
Q3 | $291K | Sell |
3,580
-425
| -11% | -$34.5K | 0.24% | 42 |
|
|
2020
Q2 | $300K | Sell |
4,005
-328
| -8% | -$24.6K | 0.27% | 41 |
|
|
2020
Q1 | $272K | Sell |
4,333
-3,431
| -44% | -$215K | 0.3% | 36 |
|
|
2019
Q4 | $629K | Buy |
+7,764
| New | +$629K | 0.58% | 22 |
|