LWA
LWS Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.04M | Buy |
18,916
+59
| +0.3% | +$12.6K | 1.52% | 19 |
|
|
2023
Q3 | $3.57M | Buy |
18,857
+157
| +0.8% | +$29.7K | 1.56% | 20 |
|
|
2023
Q2 | $3.72M | Buy |
18,700
+874
| +5% | +$174K | 1.57% | 20 |
|
|
2023
Q1 | $3.38M | Buy |
17,826
+591
| +3% | +$112K | 1.39% | 23 |
|
|
2022
Q4 | $3.16M | Sell |
17,235
-10
| -0.1% | -$1.84K | 1.33% | 22 |
|
|
2022
Q3 | $2.95M | Buy |
17,245
+376
| +2% | +$64.3K | 1.13% | 24 |
|
|
2022
Q2 | $2.97M | Sell |
16,869
-781
| -4% | -$138K | 1.4% | 23 |
|
|
2022
Q1 | $3.75M | Buy |
17,650
+453
| +3% | +$96.3K | 1.6% | 21 |
|
|
2021
Q4 | $3.89M | Buy |
17,197
+637
| +4% | +$144K | 1.59% | 22 |
|
|
2021
Q3 | $3.62M | Buy |
16,560
+418
| +3% | +$91.4K | 1.59% | 21 |
|
|
2021
Q2 | $3.64M | Buy |
16,142
+1,221
| +8% | +$275K | 1.62% | 22 |
|
|
2021
Q1 | $3.19M | Buy |
14,921
+29
| +0.2% | +$6.21K | 1.45% | 24 |
|
|
2020
Q4 | $2.9M | Sell |
14,892
-162
| -1% | -$31.5K | 1.3% | 22 |
|
|
2020
Q3 | $2.32M | Buy |
15,054
+48
| +0.3% | +$7.38K | 1.14% | 22 |
|
|
2020
Q2 | $2.19M | Buy |
15,006
+2,423
| +19% | +$353K | 1.15% | 22 |
|
|
2020
Q1 | $1.45M | Buy |
12,583
+11,132
| +767% | +$1.29M | 0.95% | 23 |
|
|
2019
Q4 | $240K | Buy |
+1,451
| New | +$240K | 0.12% | 52 |
|