LFS
Lutz Financial Services’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,614
+23
| +0.6% | +$6.56K | 0.08% | 61 |
|
|
2025
Q1 | $923K | Hold |
3,591
| – | – | 0.08% | 61 |
|
|
2024
Q4 | $968K | Sell |
3,591
-200
| -5% | -$53.9K | 0.08% | 61 |
|
|
2024
Q3 | $998K | Hold |
3,791
| – | – | 0.08% | 61 |
|
|
2024
Q2 | $946K | Hold |
3,791
| – | – | 0.08% | 60 |
|
|
2024
Q1 | $909K | Hold |
3,791
| – | – | 0.08% | 59 |
|
|
2023
Q4 | $827K | Buy |
3,791
+2,724
| +255% | +$594K | 0.08% | 60 |
|
|
2023
Q3 | $209K | Hold |
1,067
| – | – | 0.02% | 80 |
|
|
2023
Q2 | $216K | Buy |
+1,067
| New | +$216K | 0.02% | 79 |
|
|
2022
Q2 | – | Sell |
-1,064
| Closed | -$222K | – | 70 |
|
|
2022
Q1 | $222K | Hold |
1,064
| – | – | 0.03% | 59 |
|
|
2021
Q4 | $235K | Hold |
1,064
| – | – | 0.03% | 61 |
|
|
2021
Q3 | $214K | Sell |
1,064
-24
| -2% | -$4.83K | 0.03% | 62 |
|
|
2021
Q2 | $218K | Hold |
1,088
| – | – | 0.03% | 60 |
|
|
2021
Q1 | $202K | Buy |
+1,088
| New | +$202K | 0.03% | 57 |
|
|
2020
Q1 | – | Sell |
-2,583
| Closed | -$382K | – | 71 |
|
|
2019
Q4 | $382K | Buy |
2,583
+1
| +0% | +$148 | 0.07% | 59 |
|
|
2019
Q3 | $352K | Buy |
2,582
+59
| +2% | +$8.04K | 0.07% | 60 |
|
|
2019
Q2 | $340K | Buy |
2,523
+1
| +0% | +$135 | 0.07% | 60 |
|
|
2019
Q1 | $327K | Buy |
+2,522
| New | +$327K | 0.07% | 56 |
|