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Vanguard Large-Cap ETF shares owned by LWS Wealth Advisors

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by LWS Wealth Advisors from 13F filings

Historical chart of LWS Wealth Advisors investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by LWS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by LWS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 15k 218.14
2023-09-30 $2.9M 15k 195.67
2023-06-30 $3.0M 15k 202.69
2023-03-31 $2.4M 13k 186.79
2022-12-31 $2.5M 14k 174.20
2022-09-30 $2.3M 14k 163.53
2022-06-30 $2.4M 14k 172.35
2022-03-31 $3.0M 14k 208.49
2021-12-31 $3.1M 14k 221.03
2021-09-30 $2.8M 14k 200.94
2021-06-30 $2.8M 14k 200.73
2021-03-31 $2.4M 13k 185.32
2020-12-31 $2.0M 12k 175.74
2020-09-30 $2.0M 13k 156.47
2020-06-30 $2.0M 14k 142.98
2020-03-31 $2.0M 17k 118.42
2019-12-31 $76k 513 148.15