LPT
Legacy Private Trust’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Hold |
6,274
| – | – | 0.12% | 124 |
|
|
2025
Q1 | $1.61M | Hold |
6,274
| – | – | 0.11% | 130 |
|
|
2024
Q4 | $1.69M | Sell |
6,274
-290
| -4% | -$78.2K | 0.11% | 129 |
|
|
2024
Q3 | $1.73M | Sell |
6,564
-70
| -1% | -$18.4K | 0.12% | 125 |
|
|
2024
Q2 | $1.66M | Hold |
6,634
| – | – | 0.12% | 121 |
|
|
2024
Q1 | $1.59M | Buy |
6,634
+10
| +0.2% | +$2.4K | 0.12% | 129 |
|
|
2023
Q4 | $1.45M | Buy |
6,624
+865
| +15% | +$189K | 0.11% | 128 |
|
|
2023
Q3 | $1.13M | Sell |
5,759
-42
| -0.7% | -$8.22K | 0.1% | 132 |
|
|
2023
Q2 | $1.18M | Sell |
5,801
-153
| -3% | -$31K | 0.1% | 129 |
|
|
2023
Q1 | $1.11M | Hold |
5,954
| – | – | 0.09% | 132 |
|
|
2022
Q4 | $1.04M | Sell |
5,954
-1,461
| -20% | -$255K | 0.09% | 139 |
|
|
2022
Q3 | $1.21M | Buy |
7,415
+5,855
| +375% | +$958K | 0.12% | 123 |
|
|
2022
Q2 | $269K | Buy |
+1,560
| New | +$269K | 0.02% | 204 |
|
|
2015
Q3 | – | Sell |
-2,125
| Closed | -$201K | – | 251 |
|
|
2015
Q2 | $201K | Buy |
+2,125
| New | +$201K | 0.03% | 242 |
|
|
2014
Q1 | – | Sell |
-8,418
| Closed | -$714K | – | 220 |
|
|
2013
Q4 | $714K | Sell |
8,418
-67,332
| -89% | -$5.71M | 0.13% | 121 |
|
|
2013
Q3 | $5.86M | Buy |
75,750
+372
| +0.5% | +$28.8K | 1.24% | 19 |
|
|
2013
Q2 | $5.53M | Buy |
+75,378
| New | +$5.53M | 1.3% | 19 |
|