Legacy Private Trust’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.3M | Sell |
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|
2025
Q2 | $10.6M | Sell |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $9.27M | Buy |
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|
2024
Q1 | $8.53M | Sell |
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|
2023
Q4 | $8.03M | Sell |
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|
2023
Q3 | $7.77M | Buy |
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|
2023
Q2 | $7.46M | Buy |
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|
2023
Q1 | $5.89M | Sell |
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|
2022
Q4 | $5.81M | Buy |
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|
2022
Q3 | $4.9M | Buy |
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|
2022
Q2 | $4.44M | Buy |
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|
2022
Q1 | $5.25M | Buy |
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|
2021
Q4 | $4.19M | Sell |
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|
2021
Q3 | $3.81M | Sell |
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|
2021
Q2 | $4.51M | Sell |
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|
2021
Q1 | $4.2M | Sell |
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|
2020
Q4 | $3.99M | Buy |
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|
2020
Q3 | $3.4M | Buy |
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|
2020
Q2 | $2.9M | Buy |
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|
2020
Q1 | $1.6M | Buy |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $742K | Buy |
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|
2019
Q2 | $540K | Sell |
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|
2019
Q1 | $997K | Sell |
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|
2018
Q4 | $35.7M | Buy |
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|
2018
Q3 | $19.8M | Buy |
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|
2018
Q2 | $12.4M | Buy |
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|
2018
Q1 | $2.27M | Buy |
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