LT
Legacy Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
4,580
-65
| -1% | -$5.03K | 0.09% | 115 |
|
|
2025
Q1 | $356K | Sell |
4,645
-135
| -3% | -$10.3K | 0.09% | 127 |
|
|
2024
Q4 | $357K | Sell |
4,780
-3,750
| -44% | -$280K | 0.08% | 121 |
|
|
2024
Q3 | $668K | Sell |
8,530
-1,962
| -19% | -$154K | 0.15% | 94 |
|
|
2024
Q2 | $786K | Sell |
10,492
-2,577
| -20% | -$193K | 0.2% | 84 |
|
|
2024
Q1 | $985K | Buy |
13,069
+4,151
| +47% | +$313K | 0.25% | 73 |
|
|
2023
Q4 | $681K | Sell |
8,918
-1,325
| -13% | -$101K | 0.18% | 87 |
|
|
2023
Q3 | $741K | Sell |
10,243
-262
| -2% | -$18.9K | 0.22% | 82 |
|
|
2023
Q2 | $790K | Hold |
10,505
| – | – | 0.22% | 82 |
|
|
2023
Q1 | $806K | Sell |
10,505
-200
| -2% | -$15.3K | 0.24% | 81 |
|
|
2022
Q4 | $796K | Buy |
+10,705
| New | +$796K | 0.25% | 74 |
|