LWA
LWS Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.23M | Sell |
14,816
-194
| -1% | -$42.3K | 1.21% | 23 |
|
|
2023
Q3 | $2.94M | Sell |
15,010
-13
| -0.1% | -$2.54K | 1.29% | 23 |
|
|
2023
Q2 | $3.05M | Buy |
15,023
+1,955
| +15% | +$396K | 1.28% | 23 |
|
|
2023
Q1 | $2.44M | Sell |
13,068
-1,275
| -9% | -$238K | 1% | 26 |
|
|
2022
Q4 | $2.5M | Buy |
14,343
+9
| +0.1% | +$1.57K | 1.05% | 25 |
|
|
2022
Q3 | $2.34M | Buy |
14,334
+229
| +2% | +$37.4K | 0.9% | 25 |
|
|
2022
Q2 | $2.43M | Sell |
14,105
-126
| -0.9% | -$21.7K | 1.15% | 24 |
|
|
2022
Q1 | $2.97M | Sell |
14,231
-7
| -0% | -$1.46K | 1.26% | 22 |
|
|
2021
Q4 | $3.15M | Buy |
14,238
+249
| +2% | +$55K | 1.29% | 23 |
|
|
2021
Q3 | $2.81M | Buy |
13,989
+5
| +0% | +$1.01K | 1.23% | 23 |
|
|
2021
Q2 | $2.81M | Buy |
13,984
+1,174
| +9% | +$236K | 1.25% | 23 |
|
|
2021
Q1 | $2.37M | Buy |
12,810
+1,168
| +10% | +$216K | 1.08% | 25 |
|
|
2020
Q4 | $2.05M | Sell |
11,642
-1,415
| -11% | -$249K | 0.92% | 23 |
|
|
2020
Q3 | $2.04M | Sell |
13,057
-938
| -7% | -$147K | 1% | 23 |
|
|
2020
Q2 | $2M | Sell |
13,995
-2,539
| -15% | -$363K | 1.05% | 23 |
|
|
2020
Q1 | $1.96M | Buy |
16,534
+16,021
| +3,123% | +$1.9M | 1.27% | 20 |
|
|
2019
Q4 | $76K | Buy |
+513
| New | +$76K | 0.04% | 65 |
|