Francis Financial, Inc. IVOO Holdings History
Francis Financial, Inc.'s Vanguard S&P Mid-Cap 400 ETF Holding Summary
As of 2025-03-31, Francis Financial, Inc. held 191,464.00 shares of Vanguard S&P Mid-Cap 400 ETF(IVOO), totaling $18.90 Mil. This investment constitutes 4.58% of their stock portfolio, and Francis Financial, Inc. now holds 0.8% of the outstanding Vanguard S&P Mid-Cap 400 ETF(IVOO) stock.
The initial trade took place in 2024Q1. And since then Francis Financial, Inc. has made 5 purchases of IVOO, at an average price of $102.25, for a total of 191,464.00 shares. Based on historical transaction data and IVOO's current price of $106.32, Francis Financial, Inc.'s estimated gain on his IVOO holdings is $780,100.58, reflecting a 3.98% gain to date.
Francis Financial, Inc. IVOO ($106.32) Holding Chart
Francis Financial, Inc. IVOO ($106.32) 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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