LPWM LLC’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $794K | Hold |
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|
2025
Q2 | $736K | Hold |
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|
2025
Q1 | $663K | Hold |
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|
2024
Q4 | $695K | Hold |
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|
2024
Q3 | $671K | Hold |
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|
2024
Q2 | $656K | Hold |
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|
2024
Q1 | $608K | Hold |
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|
2023
Q4 | $554K | Hold |
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|
2023
Q3 | $505K | Hold |
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|
2023
Q2 | $524K | Hold |
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|
2023
Q1 | $482K | Hold |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $422K | Hold |
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|
2022
Q2 | $459K | Hold |
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|
2022
Q1 | $532K | Hold |
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|
2021
Q4 | $570K | Hold |
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|
2021
Q3 | $524K | Hold |
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|
2021
Q2 | $526K | Sell |
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|
2021
Q1 | $484K | Hold |
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|
2020
Q4 | $454K | Sell |
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|
2020
Q3 | $423K | Hold |
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|
2020
Q2 | $384K | Hold |
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|
2020
Q1 | $318K | Hold |
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|
2019
Q4 | $397K | Buy |
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