Vahanian & Associates Financial Planning Inc. IJH Holdings History
Vahanian & Associates Financial Planning Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary
As of 2023-12-31, Vahanian & Associates Financial Planning Inc. held 13,715.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $760,220.00. This investment constitutes 3.07% of their stock portfolio, and Vahanian & Associates Financial Planning Inc. now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2021Q4. And since then Vahanian & Associates Financial Planning Inc. has made 1 purchases of IJH, at an average price of $54.12, for a total of 43,405.00 shares. In addition, there have been 7 sales at an average price of $51.85 for 29,690.00 shares. Based on historical transaction data and IJH's current price of $63.46, Vahanian & Associates Financial Planning Inc.'s estimated gain on his IJH holdings is $60,578.00, reflecting a 2.58% gain to date.
Vahanian & Associates Financial Planning Inc. IJH ($63.46) Holding Chart
Vahanian & Associates Financial Planning Inc. IJH ($63.46) 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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