Legacy Financial Group (Iowa)’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$34M Buy
2025
Q1
$29.9M Sell
2024
Q4
$33M Sell
2024
Q3
$34M Buy
2024
Q2
$30.8M Buy
2024
Q1
$31.9M Buy
2023
Q4
$1.65M Sell
2023
Q3
$27.3M Buy
2023
Q2
$27.8M Sell
2023
Q1
$28M Sell
2022
Q4
$27.7M Sell
2022
Q3
$26.2M Buy
2022
Q2
$26.8M Buy
2022
Q1
$31.5M Buy
2021
Q4
$26.1M Sell
2021
Q3
$31.6M Buy
2021
Q2
$31.2M Buy
2021
Q1
$27M Buy
2020
Q4
$22M Buy