CBIZ Investment Advisory Services, LLC VONV Holdings History
CBIZ Investment Advisory Services, LLC's Vanguard Russell 1000 Value Index Fund Holding Summary
As of 2025-03-31, CBIZ Investment Advisory Services, LLC held 20,983.00 shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $1.73 Mil. This investment constitutes 0.08% of their stock portfolio, and CBIZ Investment Advisory Services, LLC now holds 0.01% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.
The initial trade took place in 2019Q4. And since then CBIZ Investment Advisory Services, LLC has made 7 purchases of VONV, at an average price of $66.79, for a total of 88,363.00 shares. In addition, there have been 8 sales at an average price of $76.49 for 67,380.00 shares. Based on historical transaction data and VONV's current price of $87.08, CBIZ Investment Advisory Services, LLC's estimated gain on his VONV holdings is $1.08 Mil, reflecting a 18.29% gain to date.
CBIZ Investment Advisory Services, LLC VONV ($87.08) Holding Chart
CBIZ Investment Advisory Services, 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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