Legacy Capital Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$248K	Sell	26,136 -2,004	-7%	-$149K	0.05%	329
2025 Q4	$385K	Sell	28,140 -108	-0.4%	-$7.86K	0.08%	249
2025 Q3	$389K	Buy	28,248 +2,384	+9%	+$171K	0.08%	255
2025 Q2	$319K	Sell	25,864 -1,704	-6%	-$112K	0.07%	292
2025 Q1	$405K	Buy	27,568 +964	+4%	+$64.7K	0.1%	228
2024 Q4	$350K	Buy	26,604 +3,628	+16%	+$246K	0.09%	241
2024 Q3	$271K	Sell	22,976 -110,992	-83%	-$6.97M	0.05%	288
2024 Q2	$8.11M	Buy	+133,968	New	+$8.14M	2.07%	8
2024 Q1	–	Sell	-157,020	Closed	-$9.13M	–	340
2023 Q4	$9.13M	Sell	157,020 -10,712	-6%	-$572K	2.59%	7
2023 Q3	$8.73M	Buy	167,732 +48,504	+41%	+$2.66M	2.4%	9
2023 Q2	$6.56M	Sell	119,228 -60,704	-34%	-$3.18M	5.45%	7
2023 Q1	$9.49M	Sell	179,932 -10,124	-5%	-$539K	2.59%	10
2022 Q4	$9.68M	Buy	190,056 +3,840	+2%	+$196K	4.63%	8
2022 Q3	$8.75M	Buy	186,216 +1,324	+0.7%	+$69.2K	4.64%	8
2022 Q2	$9.11M	Buy	184,892 +3,628	+2%	+$196K	4.58%	8
2022 Q1	$10.8M	Sell	181,264 -85,112	-32%	-$4.99M	4.63%	8
2021 Q4	$16.8M	Sell	266,376 -9,507,132	-97%	-$596M	6.92%	4
2021 Q3	$15.8M	Buy	9,773,508 +9,543,680	+4,153%	+$577M	6.2%	4
2021 Q2	$13.6M	Sell	229,828 -217,528	-49%	-$12.6M	7.35%	5
2021 Q1	$24.8M	Sell	447,356 -1,368	-0.3%	-$74.2K	10.23%	1
2020 Q4	$23.2M	Buy	+448,724	New	+$21.7M	9.94%	1