Number of Shares
66,378.00
Current Holdings Value*
$16.85 Mil
% of Portfolio
3.25%
Total Estimate Gain
$1.19 Mil
% of Total Estimate Gain
6.67%

Pasadena Private Wealth, LLC's Vanguard Russell 1000 Index Fund Holding Summary

As of 2025-03-31, Pasadena Private Wealth, LLC held 66,378.00 shares of Vanguard Russell 1000 Index Fund(VONE), totaling $16.85 Mil. This investment constitutes 3.25% of their stock portfolio, and Pasadena Private Wealth, LLC now holds 0.32% of the outstanding Vanguard Russell 1000 Index Fund(VONE) stock.

The initial trade took place in 2025Q1. And since then Pasadena Private Wealth, LLC has made 1 purchases of VONE, at an average price of $267.62, for a total of 66,378.00 shares. Based on historical transaction data and VONE's current price of $285.48, Pasadena Private Wealth, LLC's estimated gain on his VONE holdings is $1.19 Mil, reflecting a 6.67% gain to date.

Pasadena Private Wealth, LLC VONE ($285.48) Holding Chart

Pasadena Private Wealth, LLC VONE ($285.48) 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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