Legacy Financial Group LLC Vanguard Total International B Transaction History

Legacy Financial Group LLC

$520 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 17, 2024	SELL	$48.24 - $49.07 $76,363 - $77,677	-1,583 Reduced 19.12%	6,695 $326 Million
Q1 2024 Apr 10, 2024	BUY	$48.47 - $49.33 $401,234 - $408,353	8,278 New	8,278 $407 Million
Q3 2023 Oct 24, 2023	SELL	$47.76 - $48.9 $5.35 Million - $5.48 Million	-112,068 Reduced 88.48%	14,592 $697,000
Q2 2023 Jul 24, 2023	SELL	$48.28 - $49.09 $935,135 - $950,824	-19,369 Reduced 13.26%	126,660 $6.19 Million
Q1 2023 Apr 21, 2023	SELL	$47.52 - $49.23 $508,559 - $526,859	-10,702 Reduced 6.83%	146,029 $7.14 Million
Q4 2022 Jan 26, 2023	SELL	$46.98 - $49.45 $430,712 - $453,357	-9,168 Reduced 5.53%	156,731 $0
Q3 2022 Oct 13, 2022	SELL	$47.32 - $51.35 $884,363 - $959,680	-18,689 Reduced 10.12%	165,899 $7.92 Million
Q2 2022 Jul 08, 2022	BUY	$48.35 - $52.44 $68,850 - $74,674	1,424 Added 0.78%	184,588 $9.14 Million
Q1 2022 Apr 12, 2022	BUY	$52.1 - $55.0 $4.88 Million - $5.15 Million	93,631 Added 104.58%	183,164 $9.61 Million
Q4 2021 Jan 20, 2022	SELL	$55.11 - $57.44 $4.55 Million - $4.74 Million	-82,483 Reduced 47.95%	89,533 $4.91 Million
Q3 2021 Oct 22, 2021	BUY	$56.96 - $58.06 $731,024 - $745,142	12,834 Added 8.06%	172,016 $9.8 Million
Q2 2021 Jul 20, 2021	BUY	$56.57 - $57.29 $1.36 Million - $1.37 Million	23,972 Added 17.73%	159,182 $9.09 Million
Q1 2021 Apr 26, 2021	BUY	$56.78 - $58.56 $518,231 - $534,477	9,127 Added 7.24%	135,210 $7.72 Million
Q4 2020 Jan 28, 2021	BUY	$57.99 - $58.75 $7.31 Million - $7.41 Million	126,083 New	126,083 $7.38 Million

Others Institutions Holding BNDX

# of Institutions

921

Shares Held

657M

Call Options Held

5K

Put Options Held

355K

Jpmorgan Chase & CO New York, NY

222M
Shares

$11.2 Billion
0.92% of portfolio
Bank Of America Corp Charlotte, NC

111M
Shares

$5.57 Billion
0.47% of portfolio
Envestnet Asset Management Inc

58.1M
Shares

$2.92 Billion
0.97% of portfolio
Vanguard Group Inc Valley Forge, PA

53M
Shares

$2.66 Billion
0.05% of portfolio
Mercer Global Advisors Inc Denver, CO

21.6M
Shares

$1.08 Billion
2.38% of portfolio

About VANGUARD TOTAL INTERNATIONAL B

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