Number of Shares
584,473.00
Current Holdings Value*
$48.24 Mil
% of Portfolio
26.86%
Total Estimate Gain
$14.24 Mil
% of Total Estimate Gain
34.36%

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

As of 2025-03-31, Hapanowicz & Associates Financial Services, Inc held 584,473.00 shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $48.24 Mil. This investment constitutes 26.86% of their stock portfolio, and Hapanowicz & Associates Financial Services, Inc now holds 0.4% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.

The initial trade took place in 2019Q3. And since then Hapanowicz & Associates Financial Services, Inc has made 17 purchases of VONV, at an average price of $59.56, for a total of 695,577.00 shares. In addition, there have been 6 sales at an average price of $52.83 for 111,104.00 shares. Based on historical transaction data and VONV's current price of $85.20, Hapanowicz & Associates Financial Services, Inc's estimated gain on his VONV holdings is $14.24 Mil, reflecting a 34.36% gain to date.

Hapanowicz & Associates Financial Services, Inc VONV ($85.20) Holding Chart

Hapanowicz & Associates Financial Services, Inc VONV ($85.20) 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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