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
$395,350.65
% of Total Estimate Gain
6.00%

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 $284.54, Note Advisors, LLC's estimated gain on his VONE holdings is $395,350.65, reflecting a 6.00% gain to date.

Note Advisors, LLC VONE ($284.54) Holding Chart

Note Advisors, LLC VONE ($284.54) 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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