Number of Shares
86,543.00
Current Holdings Value*
$8.03 Mil
% of Portfolio
4.32%
Total Estimate Gain
$3.41 Mil
% of Total Estimate Gain
49.47%

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 $110.27, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his VONG holdings is $3.41 Mil, reflecting a 49.47% gain to date.

AMERICAN FINANCIAL & TAX STRATEGIES INC VONG ($110.27) Holding Chart

AMERICAN FINANCIAL & TAX STRATEGIES INC VONG ($110.27) 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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