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

Legacy Financial Group (Iowa)’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-24
Closed -$3.83K – 490
2023
Q3 		$3.83K Buy
+24
New +$4.01K ﹤0.01% 413

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

Legacy Financial Group (Iowa) sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2023, closing a stake of 24 shares — an estimated $3.83K sold.

Legacy Financial Group (Iowa) first reported a position in VBR in Q3 2023 and held it in 1 quarter. The position peaked at $3.83K in Q3 2023. 1,380 funds tracked by Wall St. Rank hold VBR as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 24 Vanguard Small-Cap Value ETF shares in Q4 2023, an estimated $3.83K.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Small-Cap Value ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Vanguard Small-Cap Value ETF position peaked at $3.83K in Q3 2023.
  • 1,380 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2023.

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