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 INDEX FDS (VO). 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 | 117,614 | +6,654 | +6.0% | 5.90% | $31.0M | $258.65 |
| 2024 Q2 | ADDED | 110,960 | +8,649 | +8.5% | 5.67% | $26.9M | $236.49 |
| 2024 Q1 | ADDED | 102,311 | +3,709 | +3.8% | 5.90% | $25.6M | $243.13 |
| 2023 Q4 | ADDED | 98,602 | +4,080 | +4.3% | 5.63% | $22.9M | $225.48 |
| 2023 Q3 | ADDED | 94,522 | +6,891 | +7.9% | 5.40% | $19.7M | $200.79 |
| 2023 Q2 | ADDED | 87,631 | +4,428 | +5.3% | 5.40% | $19.3M | $211.51 |
| 2023 Q1 | ADDED | 83,203 | +17,948 | +27.5% | 5.49% | $17.5M | $201.86 |
| 2022 Q4 | INITIATED | 65,255 | — | — | 4.77% | $13.3M | — |
As of 2025 Q4 — sorted by position size