LPT
Legacy Private Trust’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
166,274
+16,133
| +11% | +$1.09M | 0.72% | 24 |
|
|
2025
Q1 | $10.7M | Sell |
150,141
-15,181
| -9% | -$1.08M | 0.73% | 28 |
|
|
2024
Q4 | $11.2M | Sell |
165,322
-27,633
| -14% | -$1.87M | 0.73% | 30 |
|
|
2024
Q3 | $15.4M | Buy |
192,955
+7,021
| +4% | +$559K | 1.03% | 21 |
|
|
2024
Q2 | $13.6M | Sell |
185,934
-1,503
| -0.8% | -$110K | 0.97% | 24 |
|
|
2024
Q1 | $14.4M | Buy |
187,437
+58,931
| +46% | +$4.51M | 1.05% | 20 |
|
|
2023
Q4 | $10.4M | Buy |
128,506
+48,929
| +61% | +$3.96M | 0.83% | 27 |
|
|
2023
Q3 | $5.57M | Sell |
79,577
-130,077
| -62% | -$9.11M | 0.48% | 55 |
|
|
2023
Q2 | $18.3M | Buy |
209,654
+80,333
| +62% | +$6.99M | 1.51% | 14 |
|
|
2023
Q1 | $11.7M | Buy |
129,321
+23,476
| +22% | +$2.13M | 1% | 20 |
|
|
2022
Q4 | $8.77M | Buy |
+105,845
| New | +$8.77M | 0.79% | 31 |
|