Legacy Financial Group (Iowa)’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Hold |
3,082
| – | – | 0.08% | 75 |
|
|
2025
Q1 | $532K | Buy |
3,082
+66
| +2% | +$11.4K | 0.08% | 71 |
|
|
2024
Q4 | $511K | Buy |
+3,016
| New | +$511K | 0.08% | 73 |
|
|
2024
Q3 | – | Sell |
-2,806
| Closed | -$450K | – | 102 |
|
|
2024
Q2 | $450K | Sell |
2,806
-189
| -6% | -$30.3K | 0.09% | 71 |
|
|
2024
Q1 | $488K | Buy |
+2,995
| New | +$488K | 0.1% | 67 |
|
|
2023
Q4 | – | Sell |
-3,057
| Closed | -$422K | – | 503 |
|
|
2023
Q3 | $422K | Buy |
+3,057
| New | +$422K | 0.1% | 68 |
|