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

Legacy Financial Group (Iowa)’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$970K Hold
2025
Q1 		$834K Hold
2024
Q4 		$865K Buy
2024
Q3 		– Sell
2024
Q2 		$760K Sell
2024
Q1 		$796K Buy
2023
Q4 		– Sell
2023
Q3 		$678K Buy