LWP
Lumature Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $175K | Sell |
760
-39
| -5% | -$8.96K | 0.1% | 163 |
|
|
2023
Q1 | $173K | Hold |
799
| – | – | 0.1% | 160 |
|
|
2022
Q4 | $160K | Sell |
799
-164
| -17% | -$32.9K | 0.09% | 159 |
|
|
2022
Q3 | $188K | Sell |
963
-78
| -7% | -$15.2K | 0.1% | 161 |
|
|
2022
Q2 | $205K | Sell |
1,041
-149
| -13% | -$29.3K | 0.09% | 166 |
|
|
2022
Q1 | $295K | Sell |
1,190
-108
| -8% | -$26.8K | 0.12% | 124 |
|
|
2021
Q4 | $366K | Sell |
1,298
-13
| -1% | -$3.67K | 0.14% | 116 |
|
|
2021
Q3 | $367K | Sell |
1,311
-29
| -2% | -$8.12K | 0.15% | 105 |
|
|
2021
Q2 | $388K | Sell |
1,340
-118
| -8% | -$34.2K | 0.16% | 102 |
|
|
2021
Q1 | $400K | Sell |
1,458
-55
| -4% | -$15.1K | 0.21% | 95 |
|
|
2020
Q4 | $405K | Buy |
+1,513
| New | +$405K | 0.38% | 81 |
|