Number of Shares
17,209.00
Current Holdings Value*
$4.37 Mil
% of Portfolio
2.43%
Total Estimate Gain
$2.58 Mil
% of Total Estimate Gain
65.10%

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

As of 2025-03-31, Hapanowicz & Associates Financial Services, Inc held 17,209.00 shares of Vanguard Russell 1000 Index Fund(VONE), totaling $4.37 Mil. This investment constitutes 2.43% of their stock portfolio, and Hapanowicz & Associates Financial Services, Inc now holds 0.07% of the outstanding Vanguard Russell 1000 Index Fund(VONE) stock.

The initial trade took place in 2018Q3. And since then Hapanowicz & Associates Financial Services, Inc has made 16 purchases of VONE, at an average price of $149.94, for a total of 26,409.00 shares. In addition, there have been 11 sales at an average price of $176.57 for 9,200.00 shares. Based on historical transaction data and VONE's current price of $285.48, Hapanowicz & Associates Financial Services, Inc's estimated gain on his VONE holdings is $2.58 Mil, reflecting a 65.10% gain to date.

Hapanowicz & Associates Financial Services, Inc VONE ($285.48) Holding Chart

Hapanowicz & Associates Financial Services, Inc VONE ($285.48) 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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