Legacy Private Trust’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $803K | Buy |
11,188
+4
| +0% | +$297 | 0.05% | 174 |
|
|
2025
Q4 | $811K | Sell |
11,184
-92
| -0.8% | -$6.69K | 0.05% | 165 |
|
|
2025
Q3 | $828K | Hold |
11,276
| – | – | 0.05% | 161 |
|
|
2025
Q2 | $789K | Buy |
11,276
+308
| +3% | +$20.2K | 0.05% | 166 |
|
|
2025
Q1 | $709K | Sell |
10,968
-732
| -6% | -$49.1K | 0.05% | 168 |
|
|
2024
Q4 | $773K | Sell |
11,700
-1,260
| -10% | -$85.5K | 0.05% | 160 |
|
|
2024
Q3 | $855K | Sell |
12,960
-596
| -4% | -$37.4K | 0.06% | 156 |
|
|
2024
Q2 | $820K | Hold |
13,556
| – | – | 0.06% | 152 |
|
|
2024
Q1 | $847K | Buy |
13,556
+384
| +3% | +$22.7K | 0.06% | 154 |
|
|
2023
Q4 | $766K | Buy |
13,172
+1,152
| +10% | +$61.5K | 0.06% | 150 |
|
|
2023
Q3 | $626K | Sell |
12,020
-1,624
| -12% | -$89.1K | 0.05% | 157 |
|
|
2023
Q2 | $751K | Sell |
13,644
-1,128
| -8% | -$59.1K | 0.06% | 148 |
|
|
2023
Q1 | $779K | Sell |
14,772
-956
| -6% | -$50.9K | 0.07% | 149 |
|
|
2022
Q4 | $801K | Sell |
15,728
-4,584
| -23% | -$233K | 0.07% | 150 |
|
|
2022
Q3 | $955K | Sell |
20,312
-6,516
| -24% | -$341K | 0.09% | 132 |
|
|
2022
Q2 | $1.32M | Sell |
26,828
-52
| -0.2% | -$2.81K | 0.12% | 120 |
|
|
2022
Q1 | $1.6M | Buy |
26,880
+3,788
| +16% | +$222K | 0.12% | 124 |
|
|
2021
Q4 | $1.47M | Buy |
23,092
+4,140
| +22% | +$260K | 0.11% | 129 |
|
|
2021
Q3 | $1.12M | Buy |
18,952
+2,948
| +18% | +$178K | 0.09% | 139 |
|
|
2021
Q2 | $950K | Hold |
16,004
| – | – | 0.08% | 148 |
|
|
2021
Q1 | $886K | Hold |
16,004
| – | – | 0.08% | 145 |
|
|
2020
Q4 | $827K | Hold |
16,004
| – | – | 0.08% | 143 |
|
|
2020
Q3 | $705K | Hold |
16,004
| – | – | 0.07% | 147 |
|
|
2020
Q2 | $656K | Hold |
16,004
| – | – | 0.07% | 140 |
|
|
2020
Q1 | $527K | Hold |
16,004
| – | – | 0.07% | 144 |
|
|
2019
Q4 | $713K | Sell |
16,004
-816
| -5% | -$35K | 0.07% | 153 |
|
|
2019
Q3 | $705K | Buy |
16,820
+2,764
| +20% | +$115K | 0.08% | 152 |
|
|
2019
Q2 | $587K | Sell |
14,056
-320
| -2% | -$13.1K | 0.07% | 158 |
|
|
2019
Q1 | $578K | Hold |
14,376
| – | – | 0.07% | 155 |
|
|
2018
Q4 | $497K | Hold |
14,376
| – | – | 0.06% | 166 |
|
|
2018
Q3 | $590K | Hold |
14,376
| – | – | 0.07% | 161 |
|
|
2018
Q2 | $567K | Sell |
14,376
-1,600
| -10% | -$62.8K | 0.07% | 165 |
|
|
2018
Q1 | $616K | Buy |
15,976
+816
| +5% | +$32.1K | 0.07% | 168 |
|
|
2017
Q4 | $587K | Sell |
15,160
-1,732
| -10% | -$65.4K | 0.07% | 162 |
|
|
2017
Q3 | $621K | Buy |
16,892
+452
| +3% | +$16.3K | 0.08% | 168 |
|
|
2017
Q2 | $586K | Hold |
16,440
| – | – | 0.07% | 167 |
|
|
2017
Q1 | $572K | Sell |
16,440
-28,568
| -63% | -$981K | 0.07% | 172 |
|
|
2016
Q4 | $1.48M | Sell |
45,008
-98,828
| -69% | -$3.2M | 0.2% | 117 |
|
|
2016
Q3 | $4.66M | Buy |
143,836
+19,460
| +16% | +$624K | 0.63% | 42 |
|
|
2016
Q2 | $3.84M | Buy |
124,376
+87,280
| +235% | +$2.67M | 0.56% | 50 |
|
|
2016
Q1 | $1.12M | Sell |
37,096
-37,716
| -50% | -$1.07M | 0.17% | 124 |
|
|
2015
Q4 | $2.25M | Sell |
74,812
-29,384
| -28% | -$896K | 0.34% | 80 |
|
|
2015
Q3 | $3.04M | Sell |
104,196
-17,484
| -14% | -$545K | 0.48% | 65 |
|
|
2015
Q2 | $3.88M | Buy |
121,680
+114,880
| +1,689% | +$3.73M | 0.58% | 54 |
|
|
2015
Q1 | $226K | Buy |
+6,800
| New | +$214K | 0.03% | 229 |
|
Other funds holding VO
