Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard Value ETF VTV Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$545K Hold
2025
Q1 		$532K Buy
2024
Q4 		$511K Buy
2024
Q3 		– Sell
2024
Q2 		$450K Sell
2024
Q1 		$488K Buy
2023
Q4 		– Sell
2023
Q3 		$422K Buy