Number of Shares
107,068.00
Current Holdings Value*
$9.93 Mil
% of Portfolio
3.33%
Total Estimate Gain
$981,652.23
% of Total Estimate Gain
5.96%

RFG - Bristol Wealth Advisors, LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 107,068.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $9.93 Mil. This investment constitutes 3.33% of their stock portfolio, and RFG - Bristol Wealth Advisors, LLC now holds 0.04% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $101.57 for 55,315.00 shares. Based on historical transaction data and VONG's current price of $110.42, RFG - Bristol Wealth Advisors, LLC's estimated gain on his VONG holdings is $981,652.23, reflecting a 5.96% gain to date.

RFG - Bristol Wealth Advisors, LLC VONG ($110.42) Holding Chart

RFG - Bristol Wealth Advisors, LLC VONG ($110.42) 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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