Sound Financial Strategies Group, LLC VONG Holdings History
Sound Financial Strategies Group, LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2025-03-31, Sound Financial Strategies Group, LLC held 22,968.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $2.13 Mil. This investment constitutes 1.9% of their stock portfolio, and Sound Financial Strategies Group, LLC now holds 0.01% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.
The initial trade took place in 2021Q2. And since then Sound Financial Strategies Group, LLC has made 5 purchases of VONG, at an average price of $69.93, for a total of 319,274.00 shares. In addition, there have been 5 sales at an average price of $70.06 for 296,306.00 shares. Based on historical transaction data and VONG's current price of $109.33, Sound Financial Strategies Group, LLC's estimated gain on his VONG holdings is $941,810.94, reflecting a 4.22% gain to date.
Sound Financial Strategies Group, LLC VONG ($109.33) Holding Chart
Sound Financial Strategies Group, LLC VONG ($109.33) 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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