Number of Shares
53,336.00
Current Holdings Value*
$5.00 Mil
% of Portfolio
3%
Total Estimate Gain
$2.13 Mil
% of Total Estimate Gain
57.15%

ICA Group Wealth Management, LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2024-06-30, ICA Group Wealth Management, LLC held 53,336.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $5.00 Mil. This investment constitutes 3% of their stock portfolio, and ICA Group Wealth Management, LLC now holds -% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2022Q3. And since then ICA Group Wealth Management, LLC has made 8 purchases of VONG, at an average price of $70.01, for a total of 53,336.00 shares. Based on historical transaction data and VONG's current price of $110.02, ICA Group Wealth Management, LLC's estimated gain on his VONG holdings is $2.13 Mil, reflecting a 57.15% gain to date.

ICA Group Wealth Management, LLC VONG ($110.02) Holding Chart

ICA Group Wealth Management, LLC VONG ($110.02) 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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