Number of Shares
480,751.00
Current Holdings Value*
$43.45 Mil
% of Portfolio
8.54%
Total Estimate Gain
$29.19 Mil
% of Total Estimate Gain
88.10%

CAROLINAS WEALTH CONSULTING LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 480,751.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $43.45 Mil. This investment constitutes 8.54% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0.19% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2019Q4. And since then CAROLINAS WEALTH CONSULTING LLC has made 11 purchases of VONG, at an average price of $54.91, for a total of 603,312.00 shares. In addition, there have been 9 sales at an average price of $70.13 for 122,561.00 shares. Based on historical transaction data and VONG's current price of $111.75, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his VONG holdings is $29.19 Mil, reflecting a 88.10% gain to date.

CAROLINAS WEALTH CONSULTING LLC VONG ($111.75) Holding Chart

CAROLINAS WEALTH CONSULTING LLC VONG ($111.75) 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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