Legacy Financial Group LLC Vanguard Ftse Emerging Mkts Et 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	$40.83 - $44.89 $4,409 - $4,848	-108 Reduced 1.16%	9,204 $403 Million
Q1 2024 Apr 10, 2024	BUY	$39.04 - $42.23 $363,540 - $393,245	9,312 New	9,312 $389 Million
Q3 2023 Oct 24, 2023	SELL	$39.04 - $43.07 $14,835 - $16,366	-380 Reduced 3.69%	9,911 $388,000
Q2 2023 Jul 24, 2023	SELL	$39.05 - $42.09 $61,581 - $66,375	-1,577 Reduced 13.29%	10,291 $418,000
Q1 2023 Apr 21, 2023	SELL	$38.45 - $43.18 $58,636 - $65,849	-1,525 Reduced 11.39%	11,868 $479,000
Q4 2022 Jan 26, 2023	SELL	$35.32 - $40.67 $42,595 - $49,048	-1,206 Reduced 8.26%	13,393 $0
Q3 2022 Oct 13, 2022	SELL	$36.49 - $42.54 $198,469 - $231,375	-5,439 Reduced 27.14%	14,599 $533,000
Q2 2022 Jul 08, 2022	SELL	$40.48 - $47.83 $38,334 - $45,295	-947 Reduced 4.51%	20,038 $835,000
Q1 2022 Apr 12, 2022	BUY	$42.79 - $51.23 $897,948 - $1.08 Million	20,985 New	20,985 $968,000
Q4 2021 Jan 20, 2022	SELL	$47.81 - $52.33 $1.33 Million - $1.46 Million	-27,855 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$49.35 - $54.02 $108,619 - $118,898	-2,201 Reduced 7.32%	27,855 $1.39 Million
Q2 2021 Jul 20, 2021	SELL	$50.96 - $55.14 $291,287 - $315,180	-5,716 Reduced 15.98%	30,056 $1.63 Million
Q1 2021 Apr 26, 2021	SELL	$50.34 - $56.49 $477,978 - $536,372	-9,495 Reduced 20.98%	35,772 $1.86 Million
Q4 2020 Jan 28, 2021	BUY	$43.14 - $50.24 $1.95 Million - $2.27 Million	45,267 New	45,267 $2.27 Million

Others Institutions Holding VWO

# of Institutions

2,269

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

Bank Of America Corp Charlotte, NC

100M
Shares

$4.56 Billion
0.4% of portfolio
Vanguard Group Inc Valley Forge, PA

65.7M
Shares

$2.99 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

61.8M
Shares

$2.81 Billion
2.64% of portfolio
Betterment LLC New York, NY

58.8M
Shares

$2.67 Billion
6.77% of portfolio
Morgan Stanley New York, NY

47.7M
Shares

$2.17 Billion
0.17% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

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