Legacy Financial Group (Iowa)’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34M | Buy |
143,610
+8,718
| +6% | +$2.07M | 4.75% | 5 |
|
|
2025
Q1 | $29.9M | Sell |
134,892
-2,376
| -2% | -$527K | 4.6% | 6 |
|
|
2024
Q4 | $33M | Sell |
137,268
-5,873
| -4% | -$1.41M | 5.34% | 5 |
|
|
2024
Q3 | $34M | Buy |
143,141
+1,691
| +1% | +$401K | 6.53% | 4 |
|
|
2024
Q2 | $30.8M | Buy |
141,450
+1,690
| +1% | +$368K | 6.07% | 4 |
|
|
2024
Q1 | $31.9M | Buy |
139,760
+132,013
| +1,704% | +$30.2M | 6.47% | 4 |
|
|
2023
Q4 | $1.65M | Sell |
7,747
-136,661
| -95% | -$29.2M | 7.5% | 4 |
|
|
2023
Q3 | $27.3M | Buy |
144,408
+4,400
| +3% | +$832K | 6.42% | 4 |
|
|
2023
Q2 | $27.8M | Sell |
140,008
-7,787
| -5% | -$1.55M | 7.18% | 4 |
|
|
2023
Q1 | $28M | Sell |
147,795
-3,119
| -2% | -$591K | 7.67% | 3 |
|
|
2022
Q4 | $27.7M | Sell |
150,914
-2,557
| -2% | -$469K | 8.3% | 3 |
|
|
2022
Q3 | $26.2M | Buy |
153,471
+1,183
| +0.8% | +$202K | 8.76% | 3 |
|
|
2022
Q2 | $26.8M | Buy |
152,288
+4,232
| +3% | +$745K | 8.46% | 3 |
|
|
2022
Q1 | $31.5M | Buy |
148,056
+30,206
| +26% | +$6.42M | 9.22% | 3 |
|
|
2021
Q4 | $26.1M | Sell |
117,850
-26,663
| -18% | -$5.91M | 11.23% | 3 |
|
|
2021
Q3 | $31.6M | Buy |
144,513
+6,225
| +5% | +$1.36M | 9.45% | 3 |
|
|
2021
Q2 | $31.2M | Buy |
138,288
+12,058
| +10% | +$2.72M | 9.41% | 3 |
|
|
2021
Q1 | $27M | Buy |
126,230
+13,303
| +12% | +$2.85M | 9.39% | 3 |
|
|
2020
Q4 | $22M | Buy |
+112,927
| New | +$22M | 8.45% | 3 |
|