LWP
Lumature Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $165K | Sell |
747
-13
| -2% | -$2.86K | 0.1% | 166 |
|
|
2023
Q1 | $155K | Sell |
760
-7
| -0.9% | -$1.43K | 0.09% | 163 |
|
|
2022
Q4 | $147K | Sell |
767
-685
| -47% | -$131K | 0.08% | 166 |
|
|
2022
Q3 | $261K | Sell |
1,452
-7,378
| -84% | -$1.33M | 0.14% | 117 |
|
|
2022
Q2 | $1.67M | Buy |
8,830
+8,080
| +1,077% | +$1.52M | 0.74% | 24 |
|
|
2022
Q1 | $171K | Hold |
750
| – | – | 0.07% | 186 |
|
|
2021
Q4 | $181K | Hold |
750
| – | – | 0.07% | 148 |
|
|
2021
Q3 | $167K | Hold |
750
| – | – | 0.07% | 149 |
|
|
2021
Q2 | $167K | Hold |
750
| – | – | 0.07% | 152 |
|
|
2021
Q1 | $155K | Hold |
750
| – | – | 0.08% | 140 |
|
|
2020
Q4 | $146K | Buy |
+750
| New | +$146K | 0.14% | 127 |
|