MWM
McNaughton Wealth Management’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
15,834
+665
| +4% | +$116K | 1.23% | 28 |
|
|
2025
Q1 | $2.64M | Sell |
15,169
-80,593
| -84% | -$14M | 1.28% | 25 |
|
|
2024
Q4 | $15.8M | Buy |
95,762
+777
| +0.8% | +$128K | 7.62% | 2 |
|
|
2024
Q3 | $16.1M | Buy |
94,985
+1,728
| +2% | +$292K | 7.83% | 2 |
|
|
2024
Q2 | $14.2M | Buy |
93,257
+4,265
| +5% | +$651K | 7.54% | 2 |
|
|
2024
Q1 | $13.9M | Buy |
88,992
+2,272
| +3% | +$354K | 7.68% | 2 |
|
|
2023
Q4 | $12.6M | Buy |
86,720
+6,496
| +8% | +$942K | 7.45% | 2 |
|
|
2023
Q3 | $10.7M | Buy |
80,224
+46,259
| +136% | +$6.18M | 7.12% | 2 |
|
|
2023
Q2 | $4.78M | Buy |
33,965
+31,248
| +1,150% | +$4.39M | 3.06% | 11 |
|
|
2023
Q1 | $372K | Buy |
2,717
+59
| +2% | +$8.07K | 0.25% | 46 |
|
|
2022
Q4 | $361K | Buy |
2,658
+902
| +51% | +$122K | 0.25% | 46 |
|
|
2022
Q3 | $217K | Buy |
1,756
+186
| +12% | +$23K | 0.16% | 53 |
|
|
2022
Q2 | $206K | Buy |
1,570
+22
| +1% | +$2.89K | 0.15% | 52 |
|
|
2022
Q1 | $222K | Hold |
1,548
| – | – | 0.14% | 50 |
|
|
2021
Q4 | $226K | Hold |
1,548
| – | – | 0.15% | 49 |
|
|
2021
Q3 | $207K | Hold |
1,548
| – | – | 0.15% | 47 |
|
|
2021
Q2 | $206K | Buy |
+1,548
| New | +$206K | 0.14% | 50 |
|