Legacy Financial Group (Iowa)’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Buy |
17,808
+1,755
| +11% | +$491K | 0.7% | 35 |
|
|
2025
Q1 | $4.15M | Buy |
16,053
+655
| +4% | +$169K | 0.64% | 32 |
|
|
2024
Q4 | $4.07M | Sell |
15,398
-1,043
| -6% | -$275K | 0.66% | 31 |
|
|
2024
Q3 | $4.34M | Buy |
16,441
+547
| +3% | +$144K | 0.83% | 32 |
|
|
2024
Q2 | $3.85M | Sell |
15,894
-280
| -2% | -$67.8K | 0.76% | 33 |
|
|
2024
Q1 | $4.04M | Buy |
16,174
+14,827
| +1,101% | +$3.7M | 0.82% | 28 |
|
|
2023
Q4 | $313K | Sell |
1,347
-16,752
| -93% | -$3.89M | 1.42% | 21 |
|
|
2023
Q3 | $3.77M | Sell |
18,099
-1,479
| -8% | -$308K | 0.89% | 25 |
|
|
2023
Q2 | $4.31M | Sell |
19,578
-16,149
| -45% | -$3.56M | 1.11% | 23 |
|
|
2023
Q1 | $7.54M | Sell |
35,727
-25,649
| -42% | -$5.41M | 2.06% | 16 |
|
|
2022
Q4 | $12.5M | Sell |
61,376
-43,459
| -41% | -$8.86M | 3.75% | 9 |
|
|
2022
Q3 | $19.7M | Buy |
104,835
+5,185
| +5% | +$975K | 6.58% | 5 |
|
|
2022
Q2 | $19.6M | Buy |
99,650
+20,354
| +26% | +$4.01M | 6.19% | 5 |
|
|
2022
Q1 | $18.9M | Buy |
79,296
+25,787
| +48% | +$6.13M | 5.53% | 5 |
|
|
2021
Q4 | $13.2M | Sell |
53,509
-14,368
| -21% | -$3.55M | 5.68% | 4 |
|
|
2021
Q3 | $16.1M | Buy |
67,877
+4,116
| +6% | +$975K | 4.81% | 7 |
|
|
2021
Q2 | $15.1M | Buy |
63,761
+11,685
| +22% | +$2.77M | 4.57% | 6 |
|
|
2021
Q1 | $11.5M | Buy |
52,076
+22,609
| +77% | +$5M | 4.01% | 6 |
|
|
2020
Q4 | $6.09M | Buy |
+29,467
| New | +$6.09M | 2.34% | 14 |
|