Legacy Financial Group LLC VB Holdings History
Legacy Financial Group LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, Legacy Financial Group LLC held 143,610.00 shares of Vanguard Small Cap ETF(VB), totaling $34.03 Mil. This investment constitutes 4.75% of their stock portfolio, and Legacy Financial Group LLC now holds 0.06% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q4. And since then Legacy Financial Group LLC has made 11 purchases of VB, at an average price of $201.44, for a total of 328,646.00 shares. In addition, there have been 8 sales at an average price of $199.53 for 185,036.00 shares. Based on historical transaction data and VB's current price of $243.66, Legacy Financial Group LLC's estimated gain on his VB holdings is $5.71 Mil, reflecting a 8.63% gain to date.
Legacy Financial Group LLC VB ($243.66) Holding Chart
Legacy Financial Group LLC VB ($243.66) 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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