Legacy Financial Group (Iowa)’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.31M Buy
2025
Q1
$1.91M Sell
2024
Q4
$2.33M Buy
2024
Q3
Sell
2024
Q2
$2.18M Sell
2024
Q1
$2.12M Buy
2023
Q4
Sell
2023
Q3
$1.72M Buy
2021
Q3
Sell
2021
Q2
$2.9M Sell
2021
Q1
$2.63M Sell
2020
Q4
$2.73M Buy