CAROLINAS WEALTH CONSULTING LLC VONV Holdings History
CAROLINAS WEALTH CONSULTING LLC's Vanguard Russell 1000 Value Index Fund Holding Summary
As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 266,484.00 shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $21.65 Mil. This investment constitutes 4.26% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0.21% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.
The initial trade took place in 2019Q4. And since then CAROLINAS WEALTH CONSULTING LLC has made 15 purchases of VONV, at an average price of $57.04, for a total of 345,449.00 shares. In addition, there have been 5 sales at an average price of $72.42 for 78,965.00 shares. Based on historical transaction data and VONV's current price of $85.96, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his VONV holdings is $8.92 Mil, reflecting a 45.28% gain to date.
CAROLINAS WEALTH CONSULTING LLC VONV ($85.96) Holding Chart
CAROLINAS WEALTH CONSULTING LLC VONV ($85.96) 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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