Bernardo Wealth Planning LLC VONG Holdings History
Bernardo Wealth Planning LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2025-03-31, Bernardo Wealth Planning LLC held 197,785.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $18.35 Mil. This investment constitutes 4.39% of their stock portfolio, and Bernardo Wealth Planning LLC now holds 0.07% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.
The initial trade took place in 2018Q4. And since then Bernardo Wealth Planning LLC has made 17 purchases of VONG, at an average price of $61.75, for a total of 310,200.00 shares. In addition, there have been 9 sales at an average price of $53.83 for 112,415.00 shares. Based on historical transaction data and VONG's current price of $112.67, Bernardo Wealth Planning LLC's estimated gain on his VONG holdings is $9.18 Mil, reflecting a 47.94% gain to date.
Bernardo Wealth Planning LLC VONG ($112.67) Holding Chart
Bernardo Wealth Planning LLC VONG ($112.67) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
