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 |
|