Legacy Financial Group (Iowa)
VOT icon

Legacy Financial Group (Iowa)’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$970K Hold
3,410
0.14% 55
2025
Q1
$834K Hold
3,410
0.13% 54
2024
Q4
$865K Buy
+3,410
New +$865K 0.14% 52
2024
Q3
Sell
-3,310
Closed -$760K 100
2024
Q2
$760K Sell
3,310
-64
-2% -$14.7K 0.15% 54
2024
Q1
$796K Buy
+3,374
New +$796K 0.16% 52
2023
Q4
Sell
-3,479
Closed -$678K 498
2023
Q3
$678K Buy
+3,479
New +$678K 0.16% 53