Waldron Private Wealth LLC VONG Holdings History
Waldron Private Wealth LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2025-03-31, Waldron Private Wealth LLC held 489,812.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $45.45 Mil. This investment constitutes 2.15% of their stock portfolio, and Waldron Private Wealth LLC now holds 0.19% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.
The initial trade took place in 2018Q4. And since then Waldron Private Wealth LLC has made 12 purchases of VONG, at an average price of $52.35, for a total of 634,913.00 shares. In addition, there have been 12 sales at an average price of $75.34 for 145,101.00 shares. Based on historical transaction data and VONG's current price of $112.31, Waldron Private Wealth LLC's estimated gain on his VONG holdings is $32.71 Mil, reflecting a 98.41% gain to date.
Waldron Private Wealth LLC VONG ($112.31) Holding Chart
Waldron Private Wealth LLC VONG ($112.31) 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
