VERUS WEALTH MANAGEMENT, LLC VONV Holdings History
Number of Shares
49,552.00
Current Holdings Value*
$4.09 Mil
% of Portfolio
4.48%
Total Estimate Gain
$86,247.64
% of Total Estimate Gain
2.07%
VERUS WEALTH MANAGEMENT, LLC's Vanguard Russell 1000 Value Index Fund Holding Summary
As of 2025-03-31, VERUS WEALTH MANAGEMENT, LLC held 49,552.00 shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $4.09 Mil. This investment constitutes 4.48% of their stock portfolio, and VERUS WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.
The initial trade took place in 2024Q4. And since then VERUS WEALTH MANAGEMENT, LLC has made 1 purchases of VONV, at an average price of $84.22, for a total of 49,552.00 shares. Based on historical transaction data and VONV's current price of $85.96, VERUS WEALTH MANAGEMENT, LLC's estimated gain on his VONV holdings is $86,247.64, reflecting a 2.07% gain to date.
VERUS WEALTH MANAGEMENT, LLC VONV ($85.96) Holding Chart
VERUS WEALTH MANAGEMENT, LLC VONV ($85.96) 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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