Legacy Financial Group (Iowa)’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
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|
2025
Q1 | $32.1M | Sell |
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|
2024
Q4 | $36.6M | Sell |
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|
2024
Q3 | $36.8M | Sell |
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|
2024
Q2 | $37.1M | Sell |
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|
2024
Q1 | $40.7M | Buy |
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|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $35.2M | Buy |
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|
2023
Q2 | $28.3M | Buy |
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|
2023
Q1 | $17.1M | Buy |
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|
2022
Q4 | $6.46M | Buy |
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