LFA
Legend Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.19M | Sell |
29,282
-3,612
| -11% | -$1.01M | 5.44% | 9 |
|
|
2025
Q1 | $8.51M | Sell |
32,894
-18,691
| -36% | -$4.83M | 6.25% | 5 |
|
|
2024
Q4 | $13.6M | Sell |
51,585
-501
| -1% | -$132K | 9.61% | 1 |
|
|
2024
Q3 | $13.7M | Buy |
52,086
+844
| +2% | +$223K | 9.49% | 2 |
|
|
2024
Q2 | $12.4M | Buy |
51,242
+748
| +1% | +$181K | 8.8% | 3 |
|
|
2024
Q1 | $12.6M | Buy |
50,494
+1,771
| +4% | +$443K | 9.14% | 1 |
|
|
2023
Q4 | $11.3M | Buy |
48,723
+843
| +2% | +$196K | 9.11% | 1 |
|
|
2023
Q3 | $9.97M | Buy |
47,880
+513
| +1% | +$107K | 8.51% | 3 |
|
|
2023
Q2 | $10.4M | Buy |
47,367
+3,305
| +8% | +$728K | 8.7% | 2 |
|
|
2023
Q1 | $9.29M | Buy |
44,062
+1,944
| +5% | +$410K | 7.81% | 4 |
|
|
2022
Q4 | $8.58M | Buy |
42,118
+41,840
| +15,050% | +$8.53M | 7.5% | 2 |
|
|
2022
Q3 | $52.3K | Buy |
+278
| New | +$52.3K | 0.05% | 59 |
|