Legacy Financial Group LLC Vanguard Growth ETF Transaction History

Legacy Financial Group LLC

$520 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 17, 2024	SELL	$322.46 - $377.11 $111,248 - $130,102	-345 Reduced 5.59%	5,828 $2.18 Billion
Q1 2024 Apr 10, 2024	BUY	$301.05 - $346.61 $1.86 Million - $2.14 Million	6,173 New	6,173 $2.12 Billion
Q3 2023 Oct 24, 2023	BUY	$269.56 - $293.5 $1.71 Million - $1.86 Million	6,329 New	6,329 $1.72 Million
Q3 2021 Oct 22, 2021	SELL	$286.49 - $308.98 $2.89 Million - $3.12 Million	-10,095 Closed	0 $0
Q2 2021 Jul 20, 2021	SELL	$257.69 - $287.23 $31,438 - $35,042	-122 Reduced 1.19%	10,095 $2.9 Million
Q1 2021 Apr 26, 2021	SELL	$243.15 - $268.9 $134,705 - $148,970	-554 Reduced 5.14%	10,217 $2.63 Million
Q4 2020 Jan 28, 2021	BUY	$220.77 - $253.46 $2.38 Million - $2.73 Million	10,771 New	10,771 $2.73 Million

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$17.9 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.45 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.64 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.38 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.3 Billion
6.36% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
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