LEGACY SOLUTIONS, LLC IVOO Holdings History
Number of Shares
38,325.00
Current Holdings Value*
$4.02 Mil
% of Portfolio
3.85%
Total Estimate Gain
$-37,175.88
% of Total Estimate Gain
-0.90%
LEGACY SOLUTIONS, LLC's Vanguard S&P Mid-Cap 400 ETF Holding Summary
As of 2025-06-30, LEGACY SOLUTIONS, LLC held 38,325.00 shares of Vanguard S&P Mid-Cap 400 ETF(IVOO), totaling $4.02 Mil. This investment constitutes 3.85% of their stock portfolio, and LEGACY SOLUTIONS, LLC now holds 0.16% of the outstanding Vanguard S&P Mid-Cap 400 ETF(IVOO) stock.
The initial trade took place in 2024Q4. And since then LEGACY SOLUTIONS, LLC has made 2 purchases of IVOO, at an average price of $108.34, for a total of 38,325.00 shares. Based on historical transaction data and IVOO's current price of $107.37, LEGACY SOLUTIONS, LLC's estimated gain on his IVOO holdings is $-37,175.88, reflecting a -0.90% gain to date.
LEGACY SOLUTIONS, LLC IVOO ($107.37) Holding Chart
LEGACY SOLUTIONS, LLC IVOO ($107.37) 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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