Sequoia Financial Advisors, LLC VONG Holdings History
Sequoia Financial Advisors, LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2025-03-31, Sequoia Financial Advisors, LLC held 3.25 Mil shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $301.34 Mil. This investment constitutes 2.33% of their stock portfolio, and Sequoia Financial Advisors, LLC now holds 1.14% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.
The initial trade took place in 2018Q2. And since then Sequoia Financial Advisors, LLC has made 22 purchases of VONG, at an average price of $56.67, for a total of 4.64 Mil shares. In addition, there have been 6 sales at an average price of $72.09 for 1.40 Mil shares. Based on historical transaction data and VONG's current price of $111.35, Sequoia Financial Advisors, LLC's estimated gain on his VONG holdings is $199.11 Mil, reflecting a 75.68% gain to date.
Sequoia Financial Advisors, LLC VONG ($111.35) Holding Chart
Sequoia Financial Advisors, LLC VONG ($111.35) 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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