Number of Shares
10.39 Mil
Current Holdings Value*
$963.93 Mil
% of Portfolio
5.85%
Total Estimate Gain
$494.29 Mil
% of Total Estimate Gain
71.09%

AVANTAX ADVISORY SERVICES, INC.'s Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 10.39 Mil shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $963.93 Mil. This investment constitutes 5.85% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 4.11% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2019Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 12 purchases of VONG, at an average price of $64.47, for a total of 10.78 Mil shares. In addition, there have been 8 sales at an average price of $91.63 for 396,118.00 shares. Based on historical transaction data and VONG's current price of $111.02, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his VONG holdings is $494.29 Mil, reflecting a 71.09% gain to date.

AVANTAX ADVISORY SERVICES, INC. VONG ($111.02) Holding Chart

AVANTAX ADVISORY SERVICES, INC. VONG ($111.02) 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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