Legacy Financial Advisors, Inc. Vanguard Mid Cap ETF Transaction History

Legacy Financial Advisors, Inc.

$513 Million
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$234.99 - $248.98 $45,823 - $48,551	-195 Reduced 13.49%	1,250 $302,000
Q1 2024 May 14, 2024	SELL	$225.86 - $249.86 $84,471 - $93,447	-374 Reduced 20.56%	1,445 $361,000
Q4 2023 Feb 06, 2024	BUY	$195.66 - $233.95 $166,311 - $198,857	850 Added 87.72%	1,819 $423,000
Q3 2023 Nov 13, 2023	SELL	$206.6 - $228.23 $826 - $912	-4 Reduced 0.41%	969 $201,000
Q2 2023 Aug 08, 2023	BUY	$203.43 - $220.16 $203 - $220	1 Added 0.1%	973 $214,000
Q1 2023 May 03, 2023	BUY	$200.2 - $225.98 $194,594 - $219,652	972 New	972 $205,000
Q3 2022 Nov 09, 2022	BUY	$187.98 - $227.42 $215,613 - $260,850	1,147 New	1,147 $216,000
Q1 2022 May 04, 2022	SELL	$219.86 - $253.39 $217,881 - $251,109	-991 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$236.98 - $261.2 $234,847 - $258,849	991 New	991 $252,000
Q2 2019 Aug 07, 2019	SELL	N/A	-271 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	271	271 $41,000

Others Institutions Holding VO

# of Institutions

2,300

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

Wells Fargo & Company San Francisco, CA

22.4M
Shares

$5.89 Billion
1.37% of portfolio
Jones Financial Companies Lllp

17.4M
Shares

$4.58 Billion
4.4% of portfolio
Bank Of America Corp Charlotte, NC

16.6M
Shares

$4.35 Billion
0.37% of portfolio
Creative Planning Overland Park, KS

8.09M
Shares

$2.13 Billion
2.08% of portfolio
Morgan Stanley New York, NY

7.67M
Shares

$2.02 Billion
0.15% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
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