Note Advisors, LLC VONE Holdings History
Number of Shares
24,252.00
Current Holdings Value*
$6.16 Mil
% of Portfolio
5.08%
Total Estimate Gain
$368,673.45
% of Total Estimate Gain
5.59%
Note Advisors, LLC's Vanguard Russell 1000 Index Fund Holding Summary
As of 2025-03-31, Note Advisors, LLC held 24,252.00 shares of Vanguard Russell 1000 Index Fund(VONE), totaling $6.16 Mil. This investment constitutes 5.08% of their stock portfolio, and Note Advisors, LLC now holds 0.12% of the outstanding Vanguard Russell 1000 Index Fund(VONE) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $267.62 for 327.00 shares. Based on historical transaction data and VONE's current price of $283.44, Note Advisors, LLC's estimated gain on his VONE holdings is $368,673.45, reflecting a 5.59% gain to date.
Note Advisors, LLC VONE ($283.44) Holding Chart
Note Advisors, LLC VONE ($283.44) 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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