LPWM LLC VONG Holdings History

Number of Shares
610,041.00
Current Holdings Value*
$56.61 Mil
% of Portfolio
18.23%
Total Estimate Gain
$30.19 Mil
% of Total Estimate Gain
84.30%

LPWM LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2025-03-31, LPWM LLC held 610,041.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $56.61 Mil. This investment constitutes 18.23% of their stock portfolio, and LPWM LLC now holds 0.2% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2019Q4. And since then LPWM LLC has made 17 purchases of VONG, at an average price of $49.62, for a total of 721,690.00 shares. In addition, there have been 4 sales at an average price of $85.72 for 111,649.00 shares. Based on historical transaction data and VONG's current price of $92.50, LPWM LLC's estimated gain on his VONG holdings is $30.19 Mil, reflecting a 84.30% gain to date.

LPWM LLC VONG ($92.50) Holding Chart

LPWM LLC VONG ($92.50) 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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