Number of Shares
20,192.00
Current Holdings Value*
$1.72 Mil
% of Portfolio
1.3%
Total Estimate Gain
$390,031.03
% of Total Estimate Gain
23.57%

Bruce G. Allen Investments, LLC's Vanguard Russell 1000 Value Index Fund Holding Summary

As of 2025-06-30, Bruce G. Allen Investments, LLC held 20,192.00 shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $1.72 Mil. This investment constitutes 1.3% of their stock portfolio, and Bruce G. Allen Investments, LLC now holds 0.01% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.

The initial trade took place in 2023Q4. And since then Bruce G. Allen Investments, LLC has made 3 purchases of VONV, at an average price of $69.80, for a total of 23,707.00 shares. In addition, there have been 2 sales at an average price of $81.52 for 3,515.00 shares. Based on historical transaction data and VONV's current price of $87.08, Bruce G. Allen Investments, LLC's estimated gain on his VONV holdings is $390,031.03, reflecting a 23.57% gain to date.

Bruce G. Allen Investments, LLC VONV ($87.08) Holding Chart

Bruce G. Allen Investments, LLC VONV ($87.08) 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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