Legacy Financial Advisors, Inc. QGRW Holdings History
Legacy Financial Advisors, Inc.'s WisdomTree U.S. Quality Growth Fund Holding Summary
As of 2025-03-31, Legacy Financial Advisors, Inc. held 355,696.00 shares of WisdomTree U.S. Quality Growth Fund(QGRW), totaling $15.62 Mil. This investment constitutes 2.61% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds 1.36% of the outstanding WisdomTree U.S. Quality Growth Fund(QGRW) stock.
The initial trade took place in 2023Q1. And since then Legacy Financial Advisors, Inc. has made 2 purchases of QGRW, at an average price of $29.81, for a total of 578,054.00 shares. In addition, there have been 7 sales at an average price of $39.35 for 222,358.00 shares. Based on historical transaction data and QGRW's current price of $53.41, Legacy Financial Advisors, Inc.'s estimated gain on his QGRW holdings is $10.51 Mil, reflecting a 61.01% gain to date.
Legacy Financial Advisors, Inc. QGRW ($53.41) Holding Chart
Legacy Financial Advisors, Inc. QGRW ($53.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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