Number of Shares
127,621.00
Current Holdings Value*
$27.93 Mil
% of Portfolio
1.85%
Total Estimate Gain
$21.24 Mil
% of Total Estimate Gain
77.31%

NEXT Financial Group, Inc's Vanguard Russell 1000 Index Fund Holding Summary

As of 2021-12-31, NEXT Financial Group, Inc held 127,621.00 shares of Vanguard Russell 1000 Index Fund(VONE), totaling $27.93 Mil. This investment constitutes 1.85% of their stock portfolio, and NEXT Financial Group, Inc now holds 0.91% of the outstanding Vanguard Russell 1000 Index Fund(VONE) stock.

The initial trade took place in 2018Q3. And since then NEXT Financial Group, Inc has made 8 purchases of VONE, at an average price of $131.49, for a total of 208,940.00 shares. In addition, there have been 5 sales at an average price of $153.11 for 81,319.00 shares. Based on historical transaction data and VONE's current price of $284.14, NEXT Financial Group, Inc's estimated gain on his VONE holdings is $21.24 Mil, reflecting a 77.31% gain to date.

NEXT Financial Group, Inc VONE ($284.14) Holding Chart

NEXT Financial Group, Inc VONE ($284.14) 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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