VALLEY FINANCIAL MANAGEMENT, INC. VONG Holdings History
VALLEY FINANCIAL MANAGEMENT, INC.'s Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2023-06-30, VALLEY FINANCIAL MANAGEMENT, INC. held 289,018.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $20.45 Mil. This investment constitutes 10.59% of their stock portfolio, and VALLEY FINANCIAL MANAGEMENT, INC. now holds 0.16% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.
The initial trade took place in 2022Q3. And since then VALLEY FINANCIAL MANAGEMENT, INC. has made 2 purchases of VONG, at an average price of $59.92, for a total of 313,852.00 shares. In addition, there have been 1 sales at an average price of $59.16 for 24,834.00 shares. Based on historical transaction data and VONG's current price of $111.04, VALLEY FINANCIAL MANAGEMENT, INC.'s estimated gain on his VONG holdings is $14.75 Mil, reflecting a 78.45% gain to date.
VALLEY FINANCIAL MANAGEMENT, INC. VONG ($111.04) Holding Chart
VALLEY FINANCIAL MANAGEMENT, INC. VONG ($111.04) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
