Number of Shares
33,264.00
Current Holdings Value*
$3.51 Mil
% of Portfolio
3.57%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
58.95%

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's Vanguard S&P Mid-Cap 400 ETF Holding Summary

As of 2024-12-31, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income held 33,264.00 shares of Vanguard S&P Mid-Cap 400 ETF(IVOO), totaling $3.51 Mil. This investment constitutes 3.57% of their stock portfolio, and MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income now holds 0.15% of the outstanding Vanguard S&P Mid-Cap 400 ETF(IVOO) stock.

The initial trade took place in 2020Q2. And since then MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income has made 4 purchases of IVOO, at an average price of $65.46, for a total of 35,130.00 shares. In addition, there have been 1 sales at an average price of $108.71 for 1,866.00 shares. Based on historical transaction data and IVOO's current price of $103.79, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's estimated gain on his IVOO holdings is $1.36 Mil, reflecting a 58.95% gain to date.

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income IVOO ($103.79) Holding Chart

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income IVOO ($103.79) 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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