Legacy Private Trust’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,512
Closed -$1.27M 235
2023
Q1
$1.27M Hold
6,512
0.11% 127
2022
Q4
$1.17M Hold
6,512
0.11% 132
2022
Q3
$1.11M Hold
6,512
0.11% 127
2022
Q2
$1.14M Sell
6,512
-510
-7% -$89.4K 0.1% 127
2022
Q1
$1.57M Sell
7,022
-29
-0.4% -$6.46K 0.12% 127
2021
Q4
$1.8M Buy
7,051
+885
+14% +$225K 0.13% 121
2021
Q3
$1.46M Hold
6,166
0.12% 125
2021
Q2
$1.46M Buy
+6,166
New +$1.46M 0.12% 129
2015
Q4
Sell
-2,979
Closed -$290K 257
2015
Q3
$290K Sell
2,979
-280
-9% -$27.3K 0.05% 206
2015
Q2
$347K Sell
3,259
-656
-17% -$69.8K 0.05% 208
2015
Q1
$423K Sell
3,915
-9,721
-71% -$1.05M 0.06% 197
2014
Q4
$1.39M Buy
+13,636
New +$1.39M 0.2% 121