VFVA Vanguard US Value Factor

Ownership history in LAM GROUP, INC.  ·  12 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in Vanguard US Value Factor (VFVA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.37% (2023 Q1)
Avg. % of fund
0.25%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,980 -20 -1.0% 0.16% $253K $126.81
2025 Q2 UNCHANGED 2,000 0% 0.16% $237K $117.06
2025 Q1 UNCHANGED 2,000 0% 0.17% $228K $112.08
2024 Q4 UNCHANGED 2,000 0% 0.17% $237K $115.69
2024 Q3 REDUCED 2,000 -230 -10.3% 0.17% $241K $117.06
2024 Q2 REDUCED 2,230 -5 -0.2% 0.21% $252K $109.18
2024 Q1 REDUCED 2,235 -505 -18.4% 0.22% $267K $114.43
2023 Q4 REDUCED 2,740 -980 -26.3% 0.28% $309K $107.45
2023 Q3 REDUCED 3,720 -225 -5.7% 0.37% $372K $94.81
2023 Q2 ADDED 3,945 +70 +1.8% 0.37% $393K $93.85
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VFVA price (monthly, adj. close)
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