Number of Shares
144,072.00
Current Holdings Value*
$13.37 Mil
% of Portfolio
2.51%
Total Estimate Gain
$4.24 Mil
% of Total Estimate Gain
31.61%

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

As of 2025-03-31, Lebenthal Global Advisors, LLC held 144,072.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $13.37 Mil. This investment constitutes 2.51% of their stock portfolio, and Lebenthal Global Advisors, LLC now holds 0.06% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2022Q4. And since then Lebenthal Global Advisors, LLC has made 4 purchases of VONG, at an average price of $82.96, for a total of 161,846.00 shares. In addition, there have been 5 sales at an average price of $83.89 for 17,774.00 shares. Based on historical transaction data and VONG's current price of $112.30, Lebenthal Global Advisors, LLC's estimated gain on his VONG holdings is $4.24 Mil, reflecting a 31.61% gain to date.

Lebenthal Global Advisors, LLC VONG ($112.30) Holding Chart

Lebenthal Global 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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