LVW Advisors, LLC VONG Holdings History

Number of Shares
498,485.00
Current Holdings Value*
$54.43 Mil
% of Portfolio
5.94%
Total Estimate Gain
$40.28 Mil
% of Total Estimate Gain
108.64%

LVW Advisors, LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2025-06-30, LVW Advisors, LLC held 498,485.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $54.43 Mil. This investment constitutes 5.94% of their stock portfolio, and LVW Advisors, LLC now holds 0.2% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2019Q1. And since then LVW Advisors, LLC has made 13 purchases of VONG, at an average price of $45.43, for a total of 816,080.00 shares. In addition, there have been 13 sales at an average price of $67.28 for 317,595.00 shares. Based on historical transaction data and VONG's current price of $112.30, LVW Advisors, LLC's estimated gain on his VONG holdings is $40.28 Mil, reflecting a 108.64% gain to date.

LVW Advisors, LLC VONG ($112.30) Holding Chart

LVW Advisors, LLC VONG ($112.30) 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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