FSM Wealth Advisors, LLC VONV Holdings History
FSM Wealth Advisors, LLC's Vanguard Russell 1000 Value Index Fund Holding Summary
As of 2025-03-31, FSM Wealth Advisors, LLC held 180,739.00 shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $14.92 Mil. This investment constitutes 3.35% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 0.12% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.
The initial trade took place in 2022Q2. And since then FSM Wealth Advisors, LLC has made 10 purchases of VONV, at an average price of $69.75, for a total of 181,548.00 shares. In addition, there have been 1 sales at an average price of $65.33 for 809.00 shares. Based on historical transaction data and VONV's current price of $85.96, FSM Wealth Advisors, LLC's estimated gain on his VONV holdings is $2.93 Mil, reflecting a 23.11% gain to date.
FSM Wealth Advisors, LLC VONV ($85.96) Holding Chart
FSM Wealth Advisors, 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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