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%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD S&P MID CAP 400 ETF


  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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