Number of Shares
190,423.00
Current Holdings Value*
$17.67 Mil
% of Portfolio
10.31%
Total Estimate Gain
$3.89 Mil
% of Total Estimate Gain
19.51%

YARGER WEALTH STRATEGIES, LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 190,423.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $17.67 Mil. This investment constitutes 10.31% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0.07% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2021Q4. And since then YARGER WEALTH STRATEGIES, LLC has made 7 purchases of VONG, at an average price of $87.06, for a total of 228,830.00 shares. In addition, there have been 6 sales at an average price of $65.84 for 38,407.00 shares. Based on historical transaction data and VONG's current price of $111.75, YARGER WEALTH STRATEGIES, LLC's estimated gain on his VONG holdings is $3.89 Mil, reflecting a 19.51% gain to date.

YARGER WEALTH STRATEGIES, LLC VONG ($111.75) Holding Chart

YARGER WEALTH STRATEGIES, LLC VONG ($111.75) 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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