Number of Shares
515,438.00
Current Holdings Value*
$47.83 Mil
% of Portfolio
26.63%
Total Estimate Gain
$36.18 Mil
% of Total Estimate Gain
93.08%

Hapanowicz & Associates Financial Services, Inc's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2025-03-31, Hapanowicz & Associates Financial Services, Inc held 515,438.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $47.83 Mil. This investment constitutes 26.63% of their stock portfolio, and Hapanowicz & Associates Financial Services, Inc now holds 0.18% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2018Q2. And since then Hapanowicz & Associates Financial Services, Inc has made 17 purchases of VONG, at an average price of $46.02, for a total of 844,527.00 shares. In addition, there have been 11 sales at an average price of $53.00 for 329,089.00 shares. Based on historical transaction data and VONG's current price of $111.75, Hapanowicz & Associates Financial Services, Inc's estimated gain on his VONG holdings is $36.18 Mil, reflecting a 93.08% gain to date.

Hapanowicz & Associates Financial Services, Inc VONG ($111.75) Holding Chart

Hapanowicz & Associates Financial Services, Inc VONG ($111.75) 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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