Axis Wealth Partners, LLC VONV Holdings History
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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