Wealth Dimensions Group, Ltd. VONG Holdings History
Wealth Dimensions Group, Ltd.'s Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2025-03-31, Wealth Dimensions Group, Ltd. held 195,987.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $18.19 Mil. This investment constitutes 4.34% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0.08% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.
The initial trade took place in 2020Q4. And since then Wealth Dimensions Group, Ltd. has made 12 purchases of VONG, at an average price of $63.76, for a total of 225,485.00 shares. In addition, there have been 5 sales at an average price of $70.11 for 29,498.00 shares. Based on historical transaction data and VONG's current price of $111.75, Wealth Dimensions Group, Ltd.'s estimated gain on his VONG holdings is $9.59 Mil, reflecting a 66.72% gain to date.
Wealth Dimensions Group, Ltd. VONG ($111.75) Holding Chart
Wealth Dimensions Group, Ltd. VONG ($111.75) 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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