Number of Shares
191,959.00
Current Holdings Value*
$17.81 Mil
% of Portfolio
0.52%
Total Estimate Gain
$12.63 Mil
% of Total Estimate Gain
10.05%

HBK Sorce Advisory LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2025-03-31, HBK Sorce Advisory LLC held 191,959.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $17.81 Mil. This investment constitutes 0.52% of their stock portfolio, and HBK Sorce Advisory LLC now holds 0.07% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2021Q2. And since then HBK Sorce Advisory LLC has made 7 purchases of VONG, at an average price of $64.57, for a total of 1.95 Mil shares. In addition, there have been 9 sales at an average price of $66.77 for 1.76 Mil shares. Based on historical transaction data and VONG's current price of $110.18, HBK Sorce Advisory LLC's estimated gain on his VONG holdings is $12.63 Mil, reflecting a 10.05% gain to date.

HBK Sorce Advisory LLC VONG ($110.18) Holding Chart

HBK Sorce Advisory LLC 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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