NFP Retirement, Inc. VONG Holdings History

Number of Shares
317,419.00
Current Holdings Value*
$29.45 Mil
% of Portfolio
2.33%
Total Estimate Gain
$17.03 Mil
% of Total Estimate Gain
72.83%

NFP Retirement, Inc.'s Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2025-03-31, NFP Retirement, Inc. held 317,419.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $29.45 Mil. This investment constitutes 2.33% of their stock portfolio, and NFP Retirement, Inc. now holds 0.13% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2020Q1. And since then NFP Retirement, Inc. has made 11 purchases of VONG, at an average price of $61.58, for a total of 379,834.00 shares. In addition, there have been 9 sales at an average price of $79.33 for 62,415.00 shares. Based on historical transaction data and VONG's current price of $111.75, NFP Retirement, Inc.'s estimated gain on his VONG holdings is $17.03 Mil, reflecting a 72.83% gain to date.

NFP Retirement, Inc. VONG ($111.75) Holding Chart

NFP Retirement, Inc. VONG ($111.75) 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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