Apella Capital, LLC VONE Holdings History
Number of Shares
209,360.00
Current Holdings Value*
$59.11 Mil
% of Portfolio
1.6%
Total Estimate Gain
$4.97 Mil
% of Total Estimate Gain
8.98%
Apella Capital, LLC's Vanguard Russell 1000 Index Fund Holding Summary
As of 2025-06-30, Apella Capital, LLC held 209,360.00 shares of Vanguard Russell 1000 Index Fund(VONE), totaling $59.11 Mil. This investment constitutes 1.6% of their stock portfolio, and Apella Capital, LLC now holds 1% of the outstanding Vanguard Russell 1000 Index Fund(VONE) stock.
The initial trade took place in 2024Q4. And since then Apella Capital, LLC has made 3 purchases of VONE, at an average price of $264.56, for a total of 209,360.00 shares. Based on historical transaction data and VONE's current price of $288.32, Apella Capital, LLC's estimated gain on his VONE holdings is $4.97 Mil, reflecting a 8.98% gain to date.
Apella Capital, LLC VONE ($288.32) Holding Chart
Apella Capital, LLC VONE ($288.32) 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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