Number of Shares
29,282.00
Current Holdings Value*
$8.19 Mil
% of Portfolio
5.44%
Total Estimate Gain
$3.78 Mil
% of Total Estimate Gain
35.20%

Legend Financial Advisors, Inc.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, Legend Financial Advisors, Inc. held 29,282.00 shares of Vanguard Mid-Cap ETF(VO), totaling $8.19 Mil. This investment constitutes 5.44% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q3. And since then Legend Financial Advisors, Inc. has made 9 purchases of VO, at an average price of $206.34, for a total of 52,086.00 shares. In addition, there have been 3 sales at an average price of $267.56 for 22,804.00 shares. Based on historical transaction data and VO's current price of $287.85, Legend Financial Advisors, Inc.'s estimated gain on his VO holdings is $3.78 Mil, reflecting a 35.20% gain to date.

Legend Financial Advisors, Inc. VO ($287.85) Holding Chart

Legend Financial Advisors, Inc. VO ($287.85) 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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