Legacy Private Trust Co. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

The quarterly 13F Holdings Comparison report provides valuable insights into the changes in the holdings of Legacy Private Trust Co. between Q1 2023 and Q2 2023. This report highlights the shifts in share ownership and the corresponding change in value. Understanding these changes can provide useful information for investors and help them make informed decisions based on the movements in the market.

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Legacy Private Trust Co. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investors always keep a close eye on the holdings of major funds and institutions. These holdings provide valuable information about the market sentiment and investment strategies of these financial powerhouses. Legacy Private Trust Co., a renowned investment firm, has recently released their 13F holdings comparison report for Q1 2023 and Q2 2023. Let's dive into the details and analyze the changes in their holdings.

1. ISHARES TR (Ticker: IVV)

- Option Type: N/A

- Q1 2023 (SHARES): 301,392

- Q2 2023 (SHARES): 306,639

- Q1 2023 VALUE ($000): 123,896

- Q2 2023 VALUE ($000): 136,672

- Chg %: 10.3%

Legacy Private Trust Co. increased their holdings of ISHARES TR (IVV) by 10.3% between Q1 and Q2 2023. This increase in shares also led to a rise in the overall value of their investment in IVV.

2. VANGUARD INDEX FDS (Ticker: VTI)

- Option Type: N/A

- Q1 2023 (SHARES): 301,478

- Q2 2023 (SHARES): 328,878

- Q1 2023 VALUE ($000): 61,531

- Q2 2023 VALUE ($000): 72,445

- Chg %: 17.7%

Legacy Private Trust Co. significantly increased their holdings of VANGUARD INDEX FDS (VTI) by 17.7% during the second quarter of 2023. This increase in shares resulted in a notable rise in the overall value of their VTI investment.

3. VANGUARD TAX-MANAGED FDS (Ticker: VEA)

- Option Type: N/A

- Q1 2023 (SHARES): 1,128,306

- Q2 2023 (SHARES): 1,449,190

- Q1 2023 VALUE ($000): 50,965

- Q2 2023 VALUE ($000): 66,923

- Chg %: 31.3%

Legacy Private Trust Co. experienced a significant increase of 31.3% in their holdings of VANGUARD TAX-MANAGED FDS (VEA) in the second quarter of 2023. This rise in shares led to a substantial increase in the value of their investment in VEA.

4. ISHARES TR (Ticker: ITOT)

- Option Type: N/A

- Q1 2023 (SHARES): 405,019

- Q2 2023 (SHARES): 426,948

- Q1 2023 VALUE ($000): 36,674

- Q2 2023 VALUE ($000): 41,772

- Chg %: 13.9%

Legacy Private Trust Co. increased their holdings of ISHARES TR (ITOT) by 13.9% between Q1 and Q2 2023. This increase in shares translated into a rise in the overall value of their ITOT investment.

5. ISHARES TR (Ticker: AGG)

- Option Type: N/A

- Q1 2023 (SHARES): 326,326

- Q2 2023 (SHARES): 397,392

- Q1 2023 VALUE ($000): 32,515

- Q2 2023 VALUE ($000): 38,924

- Chg %: 19.7%

Legacy Private Trust Co. saw a significant increase of 19.7% in their holdings of ISHARES TR (AGG) in the second quarter of 2023. This rise in shares also resulted in an overall increase in the value of their investment in AGG.

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Conclusion:

The quarterly 13F Holdings Comparison report serves as a valuable resource for understanding the shifting landscape of Legacy Private Trust Co.'s investments. The changes in holdings of various stocks provide insights into the investment strategies and market movements that influence Legacy Private Trust Co.'s decision-making process. By carefully analyzing these changes, investors can gain a better understanding of market trends and make informed investment decisions.

Please note that the figures and percentages mentioned in this article are based on the data provided in the Legacy Private Trust Co. Q1 2023 vs. Q2 2023 13F Holdings Comparison report.