LWA
LWS Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.38M | Sell |
18,831
-153
| -0.8% | -$35.6K | 1.64% | 18 |
|
|
2023
Q3 | $3.95M | Buy |
18,984
+292
| +2% | +$60.8K | 1.73% | 19 |
|
|
2023
Q2 | $4.12M | Buy |
18,692
+542
| +3% | +$119K | 1.74% | 19 |
|
|
2023
Q1 | $3.83M | Buy |
18,150
+734
| +4% | +$155K | 1.57% | 20 |
|
|
2022
Q4 | $3.55M | Sell |
17,416
-29
| -0.2% | -$5.91K | 1.49% | 19 |
|
|
2022
Q3 | $3.28M | Buy |
17,445
+423
| +2% | +$79.5K | 1.26% | 21 |
|
|
2022
Q2 | $3.35M | Sell |
17,022
-724
| -4% | -$143K | 1.58% | 19 |
|
|
2022
Q1 | $4.22M | Sell |
17,746
-148
| -0.8% | -$35.2K | 1.8% | 18 |
|
|
2021
Q4 | $4.56M | Buy |
17,894
+319
| +2% | +$81.3K | 1.86% | 19 |
|
|
2021
Q3 | $4.16M | Buy |
17,575
+817
| +5% | +$193K | 1.82% | 19 |
|
|
2021
Q2 | $3.98M | Sell |
16,758
-4,671
| -22% | -$1.11M | 1.77% | 20 |
|
|
2021
Q1 | $4.74M | Sell |
21,429
-2,636
| -11% | -$583K | 2.15% | 19 |
|
|
2020
Q4 | $4.98M | Sell |
24,065
-407
| -2% | -$84.2K | 2.24% | 17 |
|
|
2020
Q3 | $4.31M | Buy |
24,472
+8
| +0% | +$1.41K | 2.12% | 16 |
|
|
2020
Q2 | $4.01M | Buy |
24,464
+4,045
| +20% | +$663K | 2.1% | 16 |
|
|
2020
Q1 | $2.69M | Buy |
20,419
+17,160
| +527% | +$2.26M | 1.75% | 16 |
|
|
2019
Q4 | $581K | Buy |
+3,259
| New | +$581K | 0.3% | 37 |
|