Number of Shares
172,491.00
Current Holdings Value*
$12.21 Mil
% of Portfolio
29.49%
Total Estimate Gain
$9.47 Mil
% of Total Estimate Gain
96.62%

Ulrich Consultants & Investment Group, LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2023-06-30, Ulrich Consultants & Investment Group, LLC held 172,491.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $12.21 Mil. This investment constitutes 29.49% of their stock portfolio, and Ulrich Consultants & Investment Group, LLC now holds 0.1% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2022Q4. And since then Ulrich Consultants & Investment Group, LLC has made 2 purchases of VONG, at an average price of $56.83, for a total of 172,530.00 shares. In addition, there have been 1 sales at an average price of $59.16 for 39.00 shares. Based on historical transaction data and VONG's current price of $111.75, Ulrich Consultants & Investment Group, LLC's estimated gain on his VONG holdings is $9.47 Mil, reflecting a 96.62% gain to date.

Ulrich Consultants & Investment Group, LLC VONG ($111.75) Holding Chart

Ulrich Consultants & Investment Group, LLC VONG ($111.75) 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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