Number of Shares
44,796.00
Current Holdings Value*
$4.16 Mil
% of Portfolio
0.47%
Total Estimate Gain
$2.21 Mil
% of Total Estimate Gain
42.21%

Certified Advisory Corp's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2025-03-31, Certified Advisory Corp held 44,796.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $4.16 Mil. This investment constitutes 0.47% of their stock portfolio, and Certified Advisory Corp now holds 0.02% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2021Q1. And since then Certified Advisory Corp has made 12 purchases of VONG, at an average price of $71.62, for a total of 73,224.00 shares. In addition, there have been 5 sales at an average price of $88.75 for 28,428.00 shares. Based on historical transaction data and VONG's current price of $110.18, Certified Advisory Corp's estimated gain on his VONG holdings is $2.21 Mil, reflecting a 42.21% gain to date.

Certified Advisory Corp VONG ($110.18) Holding Chart

Certified Advisory Corp VONG ($110.18) 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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