Ownership history in LPWM LLC · 25 quarters on record
This page tracks every 13F SEC filing in which LPWM LLC reported a position in VANGUARD SCOTTSDALE FDS (VONE). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 16,052 | +381 | +2.4% | 1.25% | $5.0M | $309.04 |
| 2025 Q3 | ADDED | 15,671 | +107 | +0.7% | 1.26% | $4.7M | $301.50 |
| 2025 Q2 | REDUCED | 15,564 | -223 | -1.4% | 1.28% | $4.4M | $279.28 |
| 2025 Q1 | REDUCED | 15,787 | -4,758 | -23.2% | 1.29% | $4.0M | $251.71 |
| 2024 Q4 | REDUCED | 20,545 | -779 | -3.7% | 1.76% | $5.5M | $263.66 |
| 2024 Q3 | REDUCED | 21,324 | -3 | -0.0% | 1.80% | $5.5M | $256.27 |
| 2024 Q2 | ADDED | 21,327 | +1,689 | +8.6% | 1.85% | $5.3M | $241.71 |
| 2024 Q1 | ADDED | 19,638 | +774 | +4.1% | 1.69% | $4.6M | $233.33 |
| 2023 Q4 | ADDED | 18,864 | +4,440 | +30.8% | 1.59% | $4.0M | $211.75 |
| 2023 Q3 | ADDED | 14,424 | +473 | +3.4% | 1.26% | $2.8M | $189.21 |
As of 2025 Q4 — sorted by position size