Legacy Financial Group (Iowa)’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
5,272
+112
| +2% | +$49.1K | 0.32% | 43 |
|
|
2025
Q1 | $1.91M | Sell |
5,160
-528
| -9% | -$196K | 0.29% | 42 |
|
|
2024
Q4 | $2.33M | Buy |
+5,688
| New | +$2.33M | 0.38% | 40 |
|
|
2024
Q3 | – | Sell |
-5,828
| Closed | -$2.18M | – | 103 |
|
|
2024
Q2 | $2.18M | Sell |
5,828
-345
| -6% | -$129K | 0.43% | 41 |
|
|
2024
Q1 | $2.12M | Buy |
+6,173
| New | +$2.12M | 0.43% | 37 |
|
|
2023
Q4 | – | Sell |
-6,329
| Closed | -$1.72M | – | 505 |
|
|
2023
Q3 | $1.72M | Buy |
+6,329
| New | +$1.72M | 0.41% | 39 |
|
|
2021
Q3 | – | Sell |
-10,095
| Closed | -$2.9M | – | 65 |
|
|
2021
Q2 | $2.9M | Sell |
10,095
-122
| -1% | -$35K | 0.87% | 21 |
|
|
2021
Q1 | $2.63M | Sell |
10,217
-554
| -5% | -$142K | 0.91% | 25 |
|
|
2020
Q4 | $2.73M | Buy |
+10,771
| New | +$2.73M | 1.05% | 24 |
|