Number of Shares
7,733.00
Current Holdings Value*
$658,910.00
% of Portfolio
0.43%
Total Estimate Gain
$41,448.88
% of Total Estimate Gain
6.59%

Axis Wealth Partners, LLC's Vanguard Russell 1000 Value Index Fund Holding Summary

As of 2025-06-30, Axis Wealth Partners, LLC held 7,733.00 shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $658,910.00. This investment constitutes 0.43% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.01% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.

The initial trade took place in 2025Q2. And since then Axis Wealth Partners, LLC has made 1 purchases of VONV, at an average price of $81.32, for a total of 7,733.00 shares. Based on historical transaction data and VONV's current price of $86.68, Axis Wealth Partners, LLC's estimated gain on his VONV holdings is $41,448.88, reflecting a 6.59% gain to date.

Axis Wealth Partners, LLC VONV ($86.68) Holding Chart

Axis Wealth Partners, LLC VONV ($86.68) 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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