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 %

Top Ranked Articles

  • 1