Francis Financial, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Francis Financial, Inc.

$353 Million
Q2 2025

A detailed history of Francis Financial, Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Francis Financial, Inc. holds 145,797 shares of IVOO stock, worth $15.4 Million. This represents 4.34% of its overall portfolio holdings.

Number of Shares

145,797

Previous 191,464 23.85%

Holding current value

$15.4 Million

Previous $18.9 Million 19.01%

% of portfolio

4.34%

Previous 5.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$86.58 - $104.98 $3.95 Million - $4.79 Million	-45,667 Reduced 23.85%	145,797 $15.3 Million
Q1 2025 May 12, 2025	BUY	$96.85 - $111.39 $3.37 Million - $3.88 Million	34,839 Added 22.24%	191,464 $18.9 Million
Q4 2024 Feb 14, 2025	BUY	$104.52 - $115.08 $2.09 Million - $2.3 Million	20,017 Added 14.65%	156,625 $16.5 Million
Q3 2024 Nov 01, 2024	BUY	$97.05 - $106.1 $6.32 Million - $6.9 Million	65,072 Added 90.96%	136,608 $14.4 Million
Q2 2024 Jul 12, 2024	BUY	$95.6 - $102.96 $5.9 Million - $6.36 Million	61,764 Added 632.05%	71,536 $7.09 Million
Q1 2024 Apr 17, 2024	BUY	$90.9 - $103.01 $888,274 - $1.01 Million	9,772 New	9,772 $1.01 Million

Others Institutions Holding IVOO

# of Institutions

302

Shares Held

12.7M

Call Options Held

Put Options Held

100

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

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Francis Financial, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History