Financial Alternatives, Inc VONG Holdings History
Number of Shares
18,034.00
Current Holdings Value*
$1.67 Mil
% of Portfolio
1.19%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
82.53%
Financial Alternatives, Inc's Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2025-03-31, Financial Alternatives, Inc held 18,034.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $1.67 Mil. This investment constitutes 1.19% of their stock portfolio, and Financial Alternatives, Inc now holds 0.01% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.
The initial trade took place in 2022Q4. In addition, there have been 9 sales at an average price of $89.72 for 8,429.00 shares. Based on historical transaction data and VONG's current price of $109.29, Financial Alternatives, Inc's estimated gain on his VONG holdings is $1.23 Mil, reflecting a 82.53% gain to date.
Financial Alternatives, Inc VONG ($109.29) Holding Chart
Financial Alternatives, Inc VONG ($109.29) 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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