Number of Shares
134,841.00
Current Holdings Value*
$10.52 Mil
% of Portfolio
16.04%
Total Estimate Gain
$6.95 Mil
% of Total Estimate Gain
72.93%

High Pines Wealth Management, LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2023-12-31, High Pines Wealth Management, LLC held 134,841.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $10.52 Mil. This investment constitutes 16.04% of their stock portfolio, and High Pines Wealth Management, LLC now holds 0.07% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2020Q4. And since then High Pines Wealth Management, LLC has made 8 purchases of VONG, at an average price of $60.45, for a total of 157,682.00 shares. In addition, there have been 4 sales at an average price of $71.22 for 22,841.00 shares. Based on historical transaction data and VONG's current price of $110.18, High Pines Wealth Management, LLC's estimated gain on his VONG holdings is $6.95 Mil, reflecting a 72.93% gain to date.

High Pines Wealth Management, LLC VONG ($110.18) Holding Chart

High Pines Wealth Management, 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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