AMERICAN FINANCIAL & TAX STRATEGIES INC VONG Holdings History
Number of Shares
86,543.00
Current Holdings Value*
$8.03 Mil
% of Portfolio
4.32%
Total Estimate Gain
$3.43 Mil
% of Total Estimate Gain
49.79%
AMERICAN FINANCIAL & TAX STRATEGIES INC's Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2025-03-31, AMERICAN FINANCIAL & TAX STRATEGIES INC held 86,543.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $8.03 Mil. This investment constitutes 4.32% of their stock portfolio, and AMERICAN FINANCIAL & TAX STRATEGIES INC now holds 0.03% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.
The initial trade took place in 2023Q4. In addition, there have been 4 sales at an average price of $93.13 for 8,113.00 shares. Based on historical transaction data and VONG's current price of $110.52, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his VONG holdings is $3.43 Mil, reflecting a 49.79% gain to date.
AMERICAN FINANCIAL & TAX STRATEGIES INC VONG ($110.52) Holding Chart
AMERICAN FINANCIAL & TAX STRATEGIES INC VONG ($110.52) 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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