LT
Legacy 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 | $419K | Hold |
1,470
| – | – | 0.1% | 109 |
|
|
2025
Q1 | $378K | Hold |
1,470
| – | – | 0.09% | 121 |
|
|
2024
Q4 | $396K | Hold |
1,470
| – | – | 0.09% | 117 |
|
|
2024
Q3 | $387K | Hold |
1,470
| – | – | 0.09% | 121 |
|
|
2024
Q2 | $367K | Buy |
1,470
+215
| +17% | +$53.7K | 0.09% | 119 |
|
|
2024
Q1 | $301K | Sell |
1,255
-35
| -3% | -$8.39K | 0.08% | 131 |
|
|
2023
Q4 | $281K | Hold |
1,290
| – | – | 0.07% | 138 |
|
|
2023
Q3 | $252K | Sell |
1,290
-139
| -10% | -$27.2K | 0.07% | 140 |
|
|
2023
Q2 | $290K | Sell |
1,429
-156
| -10% | -$31.6K | 0.08% | 133 |
|
|
2023
Q1 | $296K | Hold |
1,585
| – | – | 0.09% | 129 |
|
|
2022
Q4 | $276K | Buy |
+1,585
| New | +$276K | 0.09% | 132 |
|