Windward Private Wealth Management Inc. VONV Holdings History
Windward Private Wealth Management Inc.'s Vanguard Russell 1000 Value Index Fund Holding Summary
As of 2025-03-31, Windward Private Wealth Management Inc. held 284,519.00 shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $23.48 Mil. This investment constitutes 9.16% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0.2% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.
The initial trade took place in 2020Q4. And since then Windward Private Wealth Management Inc. has made 11 purchases of VONV, at an average price of $58.89, for a total of 338,303.00 shares. In addition, there have been 6 sales at an average price of $69.23 for 53,784.00 shares. Based on historical transaction data and VONV's current price of $85.88, Windward Private Wealth Management Inc.'s estimated gain on his VONV holdings is $8.24 Mil, reflecting a 41.34% gain to date.
Windward Private Wealth Management Inc. VONV ($85.88) Holding Chart
Windward Private Wealth Management Inc. VONV ($85.88) 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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