Legacy Financial Group (Iowa)’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,151
| Closed | -$409K | – | 116 |
|
|
2025
Q1 | $409K | Buy |
3,151
+13
| +0.4% | +$1.69K | 0.06% | 80 |
|
|
2024
Q4 | $381K | Buy |
+3,138
| New | +$381K | 0.06% | 81 |
|
|
2024
Q3 | – | Sell |
-3,549
| Closed | -$453K | – | 98 |
|
|
2024
Q2 | $453K | Buy |
3,549
+271
| +8% | +$34.6K | 0.09% | 70 |
|
|
2024
Q1 | $432K | Buy |
+3,278
| New | +$432K | 0.09% | 68 |
|
|
2023
Q4 | – | Sell |
-3,346
| Closed | -$424K | – | 491 |
|
|
2023
Q3 | $424K | Buy |
+3,346
| New | +$424K | 0.1% | 67 |
|
|
2022
Q3 | – | Sell |
-12,215
| Closed | -$1.22M | – | 43 |
|
|
2022
Q2 | $1.22M | Sell |
12,215
-1,811
| -13% | -$180K | 0.38% | 27 |
|
|
2022
Q1 | $1.5M | Buy |
+14,026
| New | +$1.5M | 0.44% | 27 |
|
|
2021
Q4 | – | Sell |
-13,498
| Closed | -$997K | – | 56 |
|
|
2021
Q3 | $997K | Sell |
13,498
-21,105
| -61% | -$1.56M | 0.3% | 40 |
|
|
2021
Q2 | $2.63M | Buy |
34,603
+22,329
| +182% | +$1.69M | 0.79% | 23 |
|
|
2021
Q1 | $835K | Buy |
12,274
+524
| +4% | +$35.6K | 0.29% | 39 |
|
|
2020
Q4 | $609K | Buy |
+11,750
| New | +$609K | 0.23% | 44 |
|