Legacy Financial Group (Iowa)
VBK icon

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

Legacy Financial Group (Iowa)’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-211
Closed -$45.3K – 489
2023
Q3 		$45.3K Buy
+211
New +$48K 0.01% 187

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Legacy Financial Group (Iowa)'s VBK Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2023, closing a stake of 211 shares — an estimated $45.3K sold.

Legacy Financial Group (Iowa) first reported a position in VBK in Q3 2023 and held it in 1 quarter. The position peaked at $45.3K in Q3 2023. 978 funds tracked by Wall St. Rank hold VBK as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 211 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2023, an estimated $45.3K.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Vanguard Morningstar Small-Cap Growth ETF position peaked at $45.3K in Q3 2023.
  • 978 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.