Legend Financial Advisors, Inc. Vanguard S&P Small Cap 600 Val Transaction History

Legend Financial Advisors, Inc.

$145 Billion
Q3 2024

A detailed history of Legend Financial Advisors, Inc. transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 91,621 shares of VIOV stock, worth $8.4 Million. This represents 5.85% of its overall portfolio holdings.

Number of Shares

91,621

Previous 92,748 1.22%

Holding current value

$8.4 Million

Previous $7.76 Billion 9.16%

% of portfolio

5.85%

Previous 5.51%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$82.38 - $93.84 $92,842 - $105,757	-1,127 Reduced 1.22%	91,621 $8.47 Billion
Q2 2024 Jul 26, 2024	BUY	$80.92 - $87.9 $325,703 - $353,797	4,025 Added 4.54%	92,748 $7.76 Billion
Q1 2024 Apr 17, 2024	BUY	$82.31 - $88.42 $259,358 - $278,611	3,151 Added 3.68%	88,723 $7.84 Billion
Q4 2023 Jan 31, 2024	BUY	$70.88 - $89.92 $122,551 - $155,471	1,729 Added 2.06%	85,572 $7.57 Billion
Q3 2023 Nov 13, 2023	SELL	$76.16 - $87.03 $3,503 - $4,003	-46 Reduced 0.05%	83,843 $6.46 Billion
Q2 2023 Aug 09, 2023	SELL	$75.67 - $82.89 $28,981 - $31,746	-383 Reduced 0.45%	83,889 $6.89 Billion
Q1 2023 Apr 26, 2023	BUY	$76.95 - $184.17 $3.14 Million - $7.52 Million	40,809 Added 93.89%	84,272 $6.81 Billion
Q4 2022 Jan 30, 2023	SELL	$73.18 - $169.88 $124,918 - $289,985	-1,707 Reduced 3.78%	43,463 $6.83 Billion
Q3 2022 Nov 18, 2022	BUY	$71.39 - $87.62 $719,182 - $882,683	10,074 Added 28.7%	45,170 $6.45 Billion
Q2 2022 Aug 08, 2022	BUY	$74.83 - $89.39 $785,415 - $938,237	10,496 Added 42.67%	35,096 $5.4 Million
Q1 2022 May 12, 2022	BUY	$83.93 - $92.65 $17,205 - $18,993	205 Added 0.84%	24,600 $4.28 Million
Q4 2021 Feb 14, 2022	SELL	$85.88 - $95.79 $17,605 - $19,636	-205 Reduced 0.83%	24,395 $4.4 Million
Q3 2021 Nov 15, 2021	BUY	$83.18 - $91.93 $206,203 - $227,894	2,479 Added 11.21%	24,600 $4.28 Million
Q2 2021 Aug 02, 2021	BUY	$85.68 - $95.51 $1.63 Million - $1.82 Million	19,011 Added 611.29%	22,121 $4.03 Million
Q1 2021 May 17, 2021	BUY	$69.33 - $93.17 $215,616 - $289,758	3,110 New	3,110 $541,000

Others Institutions Holding VIOV

# of Institutions

172

Shares Held

6.5M

Call Options Held

Put Options Held

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About VANGUARD S&P SMALL CAP 600 VAL

Ticker VIOV
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Legend Financial Advisors, Inc. Vanguard S&P Small Cap 600 Val Transaction History