Windsor Wealth Management, Inc. VONG Holdings History
Windsor Wealth Management, Inc.'s Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2023-09-30, Windsor Wealth Management, Inc. held 106,965.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $7.32 Mil. This investment constitutes 1.34% of their stock portfolio, and Windsor Wealth Management, Inc. now holds 0.06% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.
The initial trade took place in 2022Q4. And since then Windsor Wealth Management, Inc. has made 1 purchases of VONG, at an average price of $56.46, for a total of 194,523.00 shares. In addition, there have been 3 sales at an average price of $70.28 for 87,558.00 shares. Based on historical transaction data and VONG's current price of $112.08, Windsor Wealth Management, Inc.'s estimated gain on his VONG holdings is $7.16 Mil, reflecting a 65.18% gain to date.
Windsor Wealth Management, Inc. VONG ($112.08) Holding Chart
Windsor Wealth Management, Inc. VONG ($112.08) 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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