LWMG LLC’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $382K | Sell |
725
-19
| -3% | -$10K | 0.07% | 70 |
|
|
2024
Q2 | $372K | Sell |
744
-39
| -5% | -$19.5K | 0.08% | 67 |
|
|
2024
Q1 | $376K | Hold |
783
| – | – | 0.09% | 66 |
|
|
2023
Q4 | $342K | Sell |
783
-17
| -2% | -$7.43K | 0.08% | 68 |
|
|
2023
Q3 | $314K | Sell |
800
-10
| -1% | -$3.93K | 0.09% | 68 |
|
|
2023
Q2 | $330K | Sell |
810
-84
| -9% | -$34.2K | 0.09% | 67 |
|
|
2023
Q1 | $336K | Buy |
894
+19
| +2% | +$7.14K | 0.11% | 62 |
|
|
2022
Q4 | $308K | Buy |
+875
| New | +$308K | 0.11% | 75 |
|