LPWM LLC’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
2,880
+115
| +4% | +$50.4K | 0.37% | 36 |
|
|
2025
Q1 | $1.03M | Sell |
2,765
-2
| -0.1% | -$742 | 0.33% | 37 |
|
|
2024
Q4 | $1.14M | Hold |
2,767
| – | – | 0.36% | 34 |
|
|
2024
Q3 | $1.05M | Sell |
2,767
-17
| -0.6% | -$6.45K | 0.34% | 34 |
|
|
2024
Q2 | $1.08M | Sell |
2,784
-8
| -0.3% | -$3.1K | 0.37% | 33 |
|
|
2024
Q1 | $952K | Buy |
2,792
+57
| +2% | +$19.4K | 0.35% | 34 |
|
|
2023
Q4 | $824K | Buy |
2,735
+75
| +3% | +$22.6K | 0.33% | 36 |
|
|
2023
Q3 | $730K | Hold |
2,660
| – | – | 0.33% | 36 |
|
|
2023
Q2 | $753K | Buy |
2,660
+6
| +0.2% | +$1.7K | 0.33% | 34 |
|
|
2023
Q1 | $662K | Buy |
2,654
+459
| +21% | +$114K | 0.32% | 33 |
|
|
2022
Q4 | $478K | Sell |
2,195
-1,192
| -35% | -$260K | 0.26% | 37 |
|
|
2022
Q3 | $725K | Buy |
3,387
+1,035
| +44% | +$222K | 0.43% | 30 |
|
|
2022
Q2 | $552K | Sell |
2,352
-618
| -21% | -$145K | 0.31% | 32 |
|
|
2022
Q1 | $838K | Sell |
2,970
-11
| -0.4% | -$3.1K | 0.42% | 31 |
|
|
2021
Q4 | $957K | Sell |
2,981
-142
| -5% | -$45.6K | 0.51% | 26 |
|
|
2021
Q3 | $916K | Hold |
3,123
| – | – | 0.54% | 23 |
|
|
2021
Q2 | $915K | Hold |
3,123
| – | – | 0.55% | 22 |
|
|
2021
Q1 | $816K | Sell |
3,123
-34
| -1% | -$8.88K | 0.55% | 25 |
|
|
2020
Q4 | $800K | Hold |
3,157
| – | – | 0.6% | 24 |
|
|
2020
Q3 | $728K | Buy |
3,157
+205
| +7% | +$47.3K | 0.59% | 26 |
|
|
2020
Q2 | $597K | Buy |
2,952
+245
| +9% | +$49.5K | 0.54% | 26 |
|
|
2020
Q1 | $424K | Buy |
2,707
+390
| +17% | +$61.1K | 0.46% | 24 |
|
|
2019
Q4 | $422K | Buy |
+2,317
| New | +$422K | 0.39% | 27 |
|