Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6
Closed -$429 – 504
2023
Q3 		$429 Buy
+6
New +$455 ﹤0.01% 542

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Legacy Financial Group (Iowa)'s VTWO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2023, closing a stake of 6 shares — an estimated $429 sold.

Legacy Financial Group (Iowa) first reported a position in VTWO in Q3 2023 and held it in 1 quarter. The position peaked at $429 in Q3 2023. 464 funds tracked by Wall St. Rank hold VTWO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Vanguard Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 6 Vanguard Russell 2000 ETF shares in Q4 2023, an estimated $429.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Vanguard Russell 2000 ETF position peaked at $429 in Q3 2023.
  • 464 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.