LA
Legacy Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,672
| Closed | -$991K | – | 402 |
|
|
2025
Q1 | $991K | Buy |
2,672
+185
| +7% | +$68.6K | 0.1% | 165 |
|
|
2024
Q4 | $1.02M | Hold |
2,487
| – | – | 0.1% | 155 |
|
|
2024
Q3 | $955K | Hold |
2,487
| – | – | 0.1% | 151 |
|
|
2024
Q2 | $931K | Hold |
2,487
| – | – | 0.11% | 137 |
|
|
2024
Q1 | $856K | Buy |
2,487
+1,838
| +283% | +$633K | 0.11% | 148 |
|
|
2023
Q4 | $202K | Buy |
+649
| New | +$202K | 0.03% | 297 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$16K | – | 330 |
|
|
2019
Q2 | $16K | Sell |
100
-14
| -12% | -$2.24K | 0.01% | 276 |
|
|
2019
Q1 | $18K | Sell |
114
-3,003
| -96% | -$474K | 0.01% | 290 |
|
|
2018
Q4 | $419K | Buy |
3,117
+955
| +44% | +$128K | 0.32% | 69 |
|
|
2018
Q3 | $349K | Hold |
2,162
| – | – | 0.17% | 107 |
|
|
2018
Q2 | $324K | Buy |
2,162
+6
| +0.3% | +$899 | 0.24% | 69 |
|
|
2018
Q1 | $307K | Buy |
2,156
+2,056
| +2,056% | +$293K | 0.23% | 60 |
|
|
2017
Q4 | $14K | Sell |
100
-1,481
| -94% | -$207K | 0.01% | 222 |
|
|
2017
Q3 | $209K | Buy |
1,581
+1,481
| +1,481% | +$196K | 0.23% | 48 |
|
|
2017
Q2 | $12K | Hold |
100
| – | – | 0.02% | 159 |
|
|
2017
Q1 | $12K | Hold |
100
| – | – | 0.02% | 150 |
|
|
2016
Q4 | $11K | Buy |
+100
| New | +$11K | 0.02% | 170 |
|