LFGO
Legacy Financial Group (Oklahoma)’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Sell |
45,503
-517
| -1% | -$46K | 1.2% | 20 |
|
|
2025
Q1 | $4.17M | Buy |
46,020
+214
| +0.5% | +$19.4K | 1.34% | 22 |
|
|
2024
Q4 | $4.08M | Sell |
45,806
-122
| -0.3% | -$10.9K | 1.31% | 22 |
|
|
2024
Q3 | $4.32M | Buy |
45,928
+1,384
| +3% | +$130K | 1.47% | 21 |
|
|
2024
Q2 | $3.73M | Buy |
44,544
+1,198
| +3% | +$100K | 1.41% | 20 |
|
|
2024
Q1 | $3.75M | Buy |
43,346
+3,580
| +9% | +$310K | 1.48% | 20 |
|
|
2023
Q4 | $3.51M | Sell |
39,766
-2,582
| -6% | -$228K | 1.53% | 19 |
|
|
2023
Q3 | $3.2M | Buy |
42,348
+2,012
| +5% | +$152K | 1.58% | 21 |
|
|
2023
Q2 | $3.37M | Buy |
40,336
+1,209
| +3% | +$101K | 1.68% | 19 |
|
|
2023
Q1 | $3.25M | Buy |
39,127
+5,772
| +17% | +$479K | 1.8% | 19 |
|
|
2022
Q4 | $2.75M | Buy |
+33,355
| New | +$2.75M | 1.7% | 19 |
|