Legacy Financial Group (Iowa)’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
34,965
-27,582
| -44% | -$15.7M | 2.77% | 12 |
|
|
2025
Q1 | $32.1M | Sell |
62,547
-5,332
| -8% | -$2.74M | 4.94% | 5 |
|
|
2024
Q4 | $36.6M | Sell |
67,879
-1,851
| -3% | -$997K | 5.92% | 4 |
|
|
2024
Q3 | $36.8M | Sell |
69,730
-4,480
| -6% | -$2.36M | 7.08% | 3 |
|
|
2024
Q2 | $37.1M | Sell |
74,210
-10,530
| -12% | -$5.27M | 7.3% | 3 |
|
|
2024
Q1 | $40.7M | Buy |
84,740
+79,158
| +1,418% | +$38.1M | 8.25% | 3 |
|
|
2023
Q4 | $2.44M | Sell |
5,582
-84,176
| -94% | -$36.8M | 11.06% | 3 |
|
|
2023
Q3 | $35.2M | Buy |
89,758
+20,170
| +29% | +$7.92M | 8.29% | 3 |
|
|
2023
Q2 | $28.3M | Buy |
69,588
+24,063
| +53% | +$9.8M | 7.3% | 3 |
|
|
2023
Q1 | $17.1M | Buy |
45,525
+27,137
| +148% | +$10.2M | 4.69% | 5 |
|
|
2022
Q4 | $6.46M | Buy |
+18,388
| New | +$6.46M | 1.94% | 17 |
|