LWP
Lumature Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.5M | Buy |
18,037
+1,117
| +7% | +$155K | 1.48% | 14 |
|
|
2023
Q1 | $2.27M | Sell |
16,920
-344
| -2% | -$46.1K | 1.27% | 15 |
|
|
2022
Q4 | $2.33M | Buy |
17,264
+486
| +3% | +$65.7K | 1.3% | 12 |
|
|
2022
Q3 | $2.04M | Buy |
16,778
+322
| +2% | +$39.2K | 1.09% | 15 |
|
|
2022
Q2 | $2.13M | Buy |
16,456
+808
| +5% | +$105K | 0.95% | 18 |
|
|
2022
Q1 | $2.34M | Buy |
15,648
+12
| +0.1% | +$1.8K | 0.94% | 17 |
|
|
2021
Q4 | $2.35M | Buy |
15,636
+1,292
| +9% | +$194K | 0.91% | 20 |
|
|
2021
Q3 | $2M | Buy |
14,344
+1,280
| +10% | +$179K | 0.82% | 24 |
|
|
2021
Q2 | $1.84M | Buy |
13,064
+811
| +7% | +$114K | 0.76% | 27 |
|
|
2021
Q1 | $1.65M | Buy |
12,253
+4,183
| +52% | +$564K | 0.87% | 24 |
|
|
2020
Q4 | $960K | Buy |
+8,070
| New | +$960K | 0.91% | 25 |
|