Legacy Financial Group (Iowa)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
4,890
+246
| +5% | +$40.5K | 0.11% | 60 |
|
|
2025
Q1 | $746K | Sell |
4,644
-488
| -10% | -$78.3K | 0.11% | 56 |
|
|
2024
Q4 | $830K | Buy |
+5,132
| New | +$830K | 0.13% | 53 |
|
|
2024
Q3 | – | Sell |
-4,711
| Closed | -$709K | – | 99 |
|
|
2024
Q2 | $709K | Sell |
4,711
-174
| -4% | -$26.2K | 0.14% | 58 |
|
|
2024
Q1 | $762K | Buy |
+4,885
| New | +$762K | 0.15% | 53 |
|
|
2023
Q4 | – | Sell |
-4,989
| Closed | -$653K | – | 497 |
|
|
2023
Q3 | $653K | Buy |
+4,989
| New | +$653K | 0.15% | 54 |
|
|
2021
Q2 | – | Sell |
-10,818
| Closed | -$1.46M | – | 70 |
|
|
2021
Q1 | $1.46M | Sell |
10,818
-3,010
| -22% | -$406K | 0.51% | 35 |
|
|
2020
Q4 | $1.65M | Buy |
+13,828
| New | +$1.65M | 0.63% | 33 |
|