Legacy Financial Group (Iowa)’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Sell |
2,107
-519
| -20% | -$158K | 0.09% | 67 |
|
|
2025
Q1 | $722K | Hold |
2,626
| – | – | 0.11% | 58 |
|
|
2024
Q4 | $761K | Buy |
+2,626
| New | +$761K | 0.12% | 59 |
|
|
2024
Q3 | – | Sell |
-2,764
| Closed | -$739K | – | 101 |
|
|
2024
Q2 | $739K | Hold |
2,764
| – | – | 0.15% | 55 |
|
|
2024
Q1 | $718K | Buy |
+2,764
| New | +$718K | 0.15% | 55 |
|
|
2023
Q4 | – | Sell |
-2,843
| Closed | -$604K | – | 500 |
|
|
2023
Q3 | $604K | Buy |
+2,843
| New | +$604K | 0.14% | 56 |
|
|
2022
Q2 | – | Sell |
-13,079
| Closed | -$2.98M | – | 45 |
|
|
2022
Q1 | $2.98M | Buy |
+13,079
| New | +$2.98M | 0.87% | 21 |
|
|
2021
Q4 | – | Sell |
-13,291
| Closed | -$2.95M | – | 57 |
|
|
2021
Q3 | $2.95M | Sell |
13,291
-172
| -1% | -$38.2K | 0.88% | 18 |
|
|
2021
Q2 | $3M | Sell |
13,463
-507
| -4% | -$113K | 0.91% | 19 |
|
|
2021
Q1 | $2.89M | Sell |
13,970
-419
| -3% | -$86.6K | 1% | 21 |
|
|
2020
Q4 | $2.8M | Buy |
+14,389
| New | +$2.8M | 1.08% | 23 |
|