JFG Wealth Management, LLC VONV Holdings History
JFG Wealth Management, LLC's Vanguard Russell 1000 Value Index Fund Holding Summary
As of 2025-03-31, JFG Wealth Management, LLC held 4,172.00 shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $344,360.00. This investment constitutes 0.08% of their stock portfolio, and JFG Wealth Management, LLC now holds 0% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.
The initial trade took place in 2023Q1. And since then JFG Wealth Management, LLC has made 2 purchases of VONV, at an average price of $77.34, for a total of 20,021.00 shares. In addition, there have been 1 sales at an average price of $83.64 for 15,849.00 shares. Based on historical transaction data and VONV's current price of $86.25, JFG Wealth Management, LLC's estimated gain on his VONV holdings is $137,074.90, reflecting a 8.85% gain to date.
JFG Wealth Management, LLC VONV ($86.25) Holding Chart
JFG Wealth Management, LLC VONV ($86.25) 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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