Number of Shares
117,192.00
Current Holdings Value*
$9.83 Mil
% of Portfolio
1.69%
Total Estimate Gain
$1.94 Mil
% of Total Estimate Gain
18.96%

Cannon Financial Strategists, Inc.'s Vanguard S&P Small-Cap 600 Value ETF Holding Summary

As of 2025-03-31, Cannon Financial Strategists, Inc. held 117,192.00 shares of Vanguard S&P Small-Cap 600 Value ETF(VIOV), totaling $9.83 Mil. This investment constitutes 1.69% of their stock portfolio, and Cannon Financial Strategists, Inc. now holds 0.78% of the outstanding Vanguard S&P Small-Cap 600 Value ETF(VIOV) stock.

The initial trade took place in 2020Q2. And since then Cannon Financial Strategists, Inc. has made 11 purchases of VIOV, at an average price of $73.47, for a total of 139,102.00 shares. In addition, there have been 9 sales at an average price of $83.67 for 21,910.00 shares. Based on historical transaction data and VIOV's current price of $88.10, Cannon Financial Strategists, Inc.'s estimated gain on his VIOV holdings is $1.94 Mil, reflecting a 18.96% gain to date.

Cannon Financial Strategists, Inc. VIOV ($88.10) Holding Chart

Cannon Financial Strategists, Inc. VIOV ($88.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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