Wealthquest Corp VONG Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$66.12 Mil
% of Total Estimate Gain
30.00%

Wealthquest Corp's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2025-03-31, Wealthquest Corp held - shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Wealthquest Corp now holds 0% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2021Q3. And since then Wealthquest Corp has made 7 purchases of VONG, at an average price of $80.87, for a total of 2.73 Mil shares. In addition, there have been 8 sales at an average price of $99.01 for 1.47 Mil shares. Based on historical transaction data and VONG's current price of $112.30, Wealthquest Corp's estimated gain on his VONG holdings is $66.12 Mil, reflecting a 30.00% gain to date.

Wealthquest Corp VONG ($112.30) Holding Chart

Wealthquest Corp VONG ($112.30) 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