Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard Total International Bond ETF BNDX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,422
Closed -$265K 114
2025
Q1
$265K Sell
5,422
-662
-11% -$32.3K 0.04% 95
2024
Q4
$298K Buy
+6,084
New +$298K 0.05% 91
2024
Q3
Sell
-6,695
Closed -$326K 59
2024
Q2
$326K Sell
6,695
-1,583
-19% -$77K 0.06% 83
2024
Q1
$407K Buy
+8,278
New +$407K 0.08% 72
2023
Q4
Sell
-14,592
Closed -$698K 83
2023
Q3
$698K Sell
14,592
-112,068
-88% -$5.36M 0.16% 52
2023
Q2
$6.19M Sell
126,660
-19,369
-13% -$947K 1.6% 18
2023
Q1
$7.14M Sell
146,029
-10,702
-7% -$524K 1.96% 18
2022
Q4
$7.43M Sell
156,731
-9,168
-6% -$435K 2.23% 16
2022
Q3
$7.92M Sell
165,899
-18,689
-10% -$892K 2.64% 16
2022
Q2
$9.14M Buy
184,588
+1,424
+0.8% +$70.5K 2.89% 16
2022
Q1
$9.61M Buy
183,164
+93,631
+105% +$4.91M 2.82% 11
2021
Q4
$4.91M Sell
89,533
-82,483
-48% -$4.53M 2.11% 15
2021
Q3
$9.8M Buy
172,016
+12,834
+8% +$731K 2.93% 10
2021
Q2
$9.09M Buy
159,182
+23,972
+18% +$1.37M 2.75% 13
2021
Q1
$7.72M Buy
135,210
+9,127
+7% +$521K 2.68% 12
2020
Q4
$7.38M Buy
+126,083
New +$7.38M 2.84% 8