Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard Real Estate ETF VNQ Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,081
Closed -$81.8K – 495
2023
Q3 		$81.8K Buy
+1,081
New +$89.1K 0.02% 147

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

Legacy Financial Group (Iowa) sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 1,081 shares — an estimated $81.8K sold.

Legacy Financial Group (Iowa) first reported a position in VNQ in Q3 2023 and held it in 1 quarter. The position peaked at $81.8K in Q3 2023. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,081 Vanguard Real Estate ETF shares in Q4 2023, an estimated $81.8K.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Vanguard Real Estate ETF position peaked at $81.8K in Q3 2023.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

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