Windward Private Wealth Management Inc. VONG Holdings History
Windward Private Wealth Management Inc.'s Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2025-03-31, Windward Private Wealth Management Inc. held 301,313.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $27.96 Mil. This investment constitutes 10.9% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0.12% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.
The initial trade took place in 2020Q4. And since then Windward Private Wealth Management Inc. has made 8 purchases of VONG, at an average price of $59.98, for a total of 420,820.00 shares. In addition, there have been 9 sales at an average price of $72.00 for 119,507.00 shares. Based on historical transaction data and VONG's current price of $110.35, Windward Private Wealth Management Inc.'s estimated gain on his VONG holdings is $16.61 Mil, reflecting a 65.81% gain to date.
Windward Private Wealth Management Inc. VONG ($110.35) Holding Chart
Windward Private Wealth Management Inc. VONG ($110.35) 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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