Windward Private Wealth Management Inc. VONG Holdings History
Windward Private Wealth Management Inc.'s Vanguard Russell 1000 Growth Index Fund Holding Summary
As of 2025-06-30, Windward Private Wealth Management Inc. held 318,222.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $34.75 Mil. This investment constitutes 12.53% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0.13% 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 9 purchases of VONG, at an average price of $61.46, for a total of 437,729.00 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 $111.35, Windward Private Wealth Management Inc.'s estimated gain on his VONG holdings is $17.13 Mil, reflecting a 63.68% gain to date.
Windward Private Wealth Management Inc. VONG ($111.35) Holding Chart
Windward Private Wealth Management Inc. VONG ($111.35) 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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