Ownership history in LWMG, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which LWMG, LLC reported a position in VANGUARD TAX-MANAGED FDS (VEA). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 1,249,080 | +52,884 | +4.4% | 12.54% | $66.0M | $50.20 |
| 2024 Q2 | ADDED | 1,196,196 | +84,206 | +7.6% | 12.47% | $59.1M | $46.85 |
| 2024 Q1 | ADDED | 1,111,990 | +40,812 | +3.8% | 12.88% | $55.8M | $47.12 |
| 2023 Q4 | ADDED | 1,071,178 | +21,859 | +2.1% | 12.60% | $51.3M | $44.73 |
| 2023 Q3 | REDUCED | 1,049,319 | -39,772 | -3.7% | 12.58% | $45.9M | $40.30 |
| 2023 Q2 | REDUCED | 1,089,091 | -29,530 | -2.6% | 14.08% | $50.3M | $42.28 |
| 2023 Q1 | ADDED | 1,118,621 | +117,389 | +11.7% | 15.82% | $50.5M | $40.97 |
| 2022 Q4 | INITIATED | 1,001,232 | — | — | 15.08% | $42.0M | — |
As of 2025 Q4 — sorted by position size