LWP
Lumature Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.35M | Buy |
29,503
+1,144
| +4% | +$324K | 4.96% | 3 |
|
|
2023
Q1 | $7.07M | Buy |
28,359
+1,385
| +5% | +$345K | 3.96% | 3 |
|
|
2022
Q4 | $5.75M | Buy |
26,974
+666
| +3% | +$142K | 3.21% | 6 |
|
|
2022
Q3 | $5.63M | Buy |
26,308
+23
| +0.1% | +$4.92K | 3.02% | 6 |
|
|
2022
Q2 | $5.86M | Buy |
26,285
+2,471
| +10% | +$551K | 2.61% | 6 |
|
|
2022
Q1 | $6.85M | Sell |
23,814
-1,114
| -4% | -$320K | 2.75% | 4 |
|
|
2021
Q4 | $8M | Buy |
24,928
+793
| +3% | +$254K | 3.11% | 3 |
|
|
2021
Q3 | $7M | Buy |
24,135
+1,354
| +6% | +$393K | 2.86% | 4 |
|
|
2021
Q2 | $6.53M | Buy |
22,781
+1,657
| +8% | +$475K | 2.7% | 4 |
|
|
2021
Q1 | $5.43M | Buy |
21,124
+4,123
| +24% | +$1.06M | 2.85% | 4 |
|
|
2020
Q4 | $4.31M | Buy |
+17,001
| New | +$4.31M | 4.08% | 2 |
|