LFA
Legacy Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
868
-4
| -0.5% | -$1.12K | 0.04% | 308 |
|
|
2025
Q1 | $225K | Buy |
+872
| New | +$225K | 0.04% | 327 |
|
|
2024
Q4 | – | Sell |
-1,250
| Closed | -$330K | – | 372 |
|
|
2024
Q3 | $330K | Hold |
1,250
| – | – | 0.06% | 259 |
|
|
2024
Q2 | $303K | Sell |
1,250
-195
| -13% | -$47.2K | 0.05% | 250 |
|
|
2024
Q1 | $361K | Sell |
1,445
-374
| -21% | -$93.4K | 0.06% | 214 |
|
|
2023
Q4 | $423K | Buy |
1,819
+850
| +88% | +$198K | 0.08% | 182 |
|
|
2023
Q3 | $202K | Sell |
969
-4
| -0.4% | -$833 | 0.04% | 249 |
|
|
2023
Q2 | $214K | Buy |
973
+1
| +0.1% | +$220 | 0.04% | 238 |
|
|
2023
Q1 | $205K | Buy |
+972
| New | +$205K | 0.04% | 236 |
|
|
2022
Q4 | – | Sell |
-1,147
| Closed | -$216K | – | 256 |
|
|
2022
Q3 | $216K | Buy |
+1,147
| New | +$216K | 0.05% | 203 |
|
|
2022
Q1 | – | Sell |
-991
| Closed | -$252K | – | 252 |
|
|
2021
Q4 | $252K | Buy |
+991
| New | +$252K | 0.06% | 168 |
|
|
2019
Q2 | – | Sell |
-271
| Closed | -$44K | – | 882 |
|
|
2019
Q1 | $44K | Hold |
271
| – | – | 0.01% | 299 |
|
|
2018
Q4 | $37K | Hold |
271
| – | – | 0.01% | 294 |
|
|
2018
Q3 | $44K | Hold |
271
| – | – | 0.02% | 270 |
|
|
2018
Q2 | $44K | Hold |
271
| – | – | 0.02% | 265 |
|
|
2018
Q1 | $41K | Hold |
271
| – | – | 0.02% | 267 |
|
|
2017
Q4 | $41K | Buy |
+271
| New | +$41K | 0.02% | 275 |
|