Legend Financial Advisors, Inc. VIOV Holdings History
Legend Financial Advisors, Inc.'s Vanguard S&P Small-Cap 600 Value ETF Holding Summary
As of 2025-06-30, Legend Financial Advisors, Inc. held 96,376.00 shares of Vanguard S&P Small-Cap 600 Value ETF(VIOV), totaling $8.25 Mil. This investment constitutes 5.48% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 0.71% of the outstanding Vanguard S&P Small-Cap 600 Value ETF(VIOV) stock.
The initial trade took place in 2021Q2. And since then Legend Financial Advisors, Inc. has made 11 purchases of VIOV, at an average price of $86.26, for a total of 105,247.00 shares. In addition, there have been 6 sales at an average price of $82.81 for 8,871.00 shares. Based on historical transaction data and VIOV's current price of $90.21, Legend Financial Advisors, Inc.'s estimated gain on his VIOV holdings is $349,858.42, reflecting a 3.85% gain to date.
Legend Financial Advisors, Inc. VIOV ($90.21) Holding Chart
Legend Financial Advisors, Inc. VIOV ($90.21) 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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