Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.3M Buy
355,506
+41,848
+13% +$2.39M 2.83% 10
2025
Q1
$15.9M Sell
313,658
-63,015
-17% -$3.2M 2.45% 14
2024
Q4
$18M Buy
376,673
+42,423
+13% +$2.03M 2.92% 8
2024
Q3
$17.7M Buy
334,250
+33,559
+11% +$1.77M 3.4% 6
2024
Q2
$14.9M Sell
300,691
-28,006
-9% -$1.38M 2.92% 10
2024
Q1
$16.5M Buy
328,697
+307,417
+1,445% +$15.4M 3.34% 7
2023
Q4
$1.02M Sell
21,280
-344,893
-94% -$16.5M 4.62% 6
2023
Q3
$16M Buy
366,173
+14,626
+4% +$639K 3.77% 5
2023
Q2
$16.2M Buy
351,547
+9,446
+3% +$436K 4.18% 6
2023
Q1
$15.5M Buy
342,101
+21,902
+7% +$989K 4.23% 7
2022
Q4
$13.4M Buy
320,199
+17,540
+6% +$736K 4.03% 8
2022
Q3
$11M Buy
302,659
+17,392
+6% +$632K 3.67% 9
2022
Q2
$11.6M Buy
285,267
+129,971
+84% +$5.3M 3.67% 10
2022
Q1
$7.46M Buy
155,296
+132,915
+594% +$6.38M 2.19% 18
2021
Q4
$1.14M Sell
22,381
-39,793
-64% -$2.03M 0.49% 22
2021
Q3
$3.14M Sell
62,174
-3,087
-5% -$156K 0.94% 17
2021
Q2
$3.36M Sell
65,261
-8,208
-11% -$423K 1.02% 17
2021
Q1
$3.61M Sell
73,469
-23,752
-24% -$1.17M 1.25% 18
2020
Q4
$4.59M Buy
+97,221
New +$4.59M 1.77% 18