LWP
Lumature Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $216K | Sell |
1,307
-59
| -4% | -$9.76K | 0.13% | 155 |
|
|
2023
Q1 | $217K | Hold |
1,366
| – | – | 0.12% | 150 |
|
|
2022
Q4 | $217K | Sell |
1,366
-123
| -8% | -$19.5K | 0.12% | 141 |
|
|
2022
Q3 | $214K | Sell |
1,489
-148
| -9% | -$21.3K | 0.11% | 144 |
|
|
2022
Q2 | $245K | Sell |
1,637
-196
| -11% | -$29.3K | 0.11% | 137 |
|
|
2022
Q1 | $323K | Sell |
1,833
-254
| -12% | -$44.8K | 0.13% | 114 |
|
|
2021
Q4 | $373K | Sell |
2,087
-35
| -2% | -$6.26K | 0.14% | 115 |
|
|
2021
Q3 | $359K | Sell |
2,122
-61
| -3% | -$10.3K | 0.15% | 107 |
|
|
2021
Q2 | $379K | Sell |
2,183
-219
| -9% | -$38K | 0.16% | 103 |
|
|
2021
Q1 | $398K | Sell |
2,402
-210
| -8% | -$34.8K | 0.21% | 97 |
|
|
2020
Q4 | $371K | Buy |
+2,612
| New | +$371K | 0.35% | 87 |
|