VALLEY WEALTH MANAGERS, INC. VONG Holdings History
VALLEY WEALTH MANAGERS, INC.'s Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2025-03-31, VALLEY WEALTH MANAGERS, INC. held 462,998.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $42.96 Mil. This investment constitutes 3.26% of their stock portfolio, and VALLEY WEALTH MANAGERS, INC. now holds 0.18% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.
The initial trade took place in 2021Q2. And since then VALLEY WEALTH MANAGERS, INC. has made 9 purchases of VONG, at an average price of $71.46, for a total of 625,061.00 shares. In addition, there have been 7 sales at an average price of $86.89 for 162,063.00 shares. Based on historical transaction data and VONG's current price of $110.38, VALLEY WEALTH MANAGERS, INC.'s estimated gain on his VONG holdings is $20.52 Mil, reflecting a 45.94% gain to date.
VALLEY WEALTH MANAGERS, INC. VONG ($110.38) Holding Chart
VALLEY WEALTH MANAGERS, INC. VONG ($110.38) 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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