LWP
Lumature Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.59M | Buy |
12,595
+645
| +5% | +$133K | 1.54% | 13 |
|
|
2023
Q1 | $2.33M | Buy |
11,950
+247
| +2% | +$48.1K | 1.31% | 13 |
|
|
2022
Q4 | $2.1M | Buy |
11,703
+121
| +1% | +$21.8K | 1.18% | 14 |
|
|
2022
Q3 | $1.98M | Buy |
11,582
+161
| +1% | +$27.5K | 1.06% | 16 |
|
|
2022
Q2 | $2M | Buy |
11,421
+1,571
| +16% | +$276K | 0.89% | 19 |
|
|
2022
Q1 | $2.2M | Buy |
9,850
+561
| +6% | +$125K | 0.88% | 20 |
|
|
2021
Q4 | $2.37M | Buy |
9,289
+741
| +9% | +$189K | 0.92% | 19 |
|
|
2021
Q3 | $2.02M | Buy |
8,548
+778
| +10% | +$184K | 0.83% | 23 |
|
|
2021
Q2 | $1.84M | Buy |
7,770
+538
| +7% | +$127K | 0.76% | 26 |
|
|
2021
Q1 | $1.55M | Buy |
7,232
+2,486
| +52% | +$534K | 0.82% | 27 |
|
|
2020
Q4 | $1.01M | Buy |
+4,746
| New | +$1.01M | 0.95% | 23 |
|