LAM
Lynch Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
17,835
+750
| +4% | +$178K | 1.49% | 20 |
|
|
2025
Q1 | $3.79M | Hold |
17,085
| – | – | 1.7% | 20 |
|
|
2024
Q4 | $4.11M | Buy |
17,085
+785
| +5% | +$189K | 1.66% | 19 |
|
|
2024
Q3 | $3.87M | Buy |
16,300
+1,300
| +9% | +$308K | 1.63% | 19 |
|
|
2024
Q2 | $3.27M | Hold |
15,000
| – | – | 1.4% | 22 |
|
|
2024
Q1 | $3.43M | Hold |
15,000
| – | – | 1.61% | 21 |
|
|
2023
Q4 | $3.2M | Buy |
15,000
+5,000
| +50% | +$1.07M | 1.83% | 19 |
|
|
2023
Q3 | $1.89M | Hold |
10,000
| – | – | 1.24% | 28 |
|
|
2023
Q2 | $1.99M | Hold |
10,000
| – | – | 1.28% | 29 |
|
|
2023
Q1 | $1.9M | Buy |
+10,000
| New | +$1.9M | 1.36% | 28 |
|