Wealth Dimensions Group, Ltd. VONV Holdings History
Wealth Dimensions Group, Ltd.'s Vanguard Russell 1000 Value Index Fund Holding Summary
As of 2025-03-31, Wealth Dimensions Group, Ltd. held 297,155.00 shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $24.53 Mil. This investment constitutes 5.85% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0.21% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.
The initial trade took place in 2020Q4. And since then Wealth Dimensions Group, Ltd. has made 16 purchases of VONV, at an average price of $67.29, for a total of 297,270.00 shares. In addition, there have been 1 sales at an average price of $74.27 for 115.00 shares. Based on historical transaction data and VONV's current price of $85.20, Wealth Dimensions Group, Ltd.'s estimated gain on his VONV holdings is $5.32 Mil, reflecting a 26.62% gain to date.
Wealth Dimensions Group, Ltd. VONV ($85.20) Holding Chart
Wealth Dimensions Group, Ltd. VONV ($85.20) 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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