Bare Financial Services, Inc VONG Holdings History
Number of Shares
67,594.00
Current Holdings Value*
$6.27 Mil
% of Portfolio
2.41%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
22.01%
Bare Financial Services, Inc's Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2025-03-31, Bare Financial Services, Inc held 67,594.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $6.27 Mil. This investment constitutes 2.41% of their stock portfolio, and Bare Financial Services, Inc now holds 0.03% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.
The initial trade took place in 2023Q4. And since then Bare Financial Services, Inc has made 5 purchases of VONG, at an average price of $89.61, for a total of 67,594.00 shares. Based on historical transaction data and VONG's current price of $109.33, Bare Financial Services, Inc's estimated gain on his VONG holdings is $1.33 Mil, reflecting a 22.01% gain to date.
Bare Financial Services, Inc VONG ($109.33) Holding Chart
Bare Financial Services, Inc VONG ($109.33) 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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