Number of Shares
14,154.00
Current Holdings Value*
$1.88 Mil
% of Portfolio
0.48%
Total Estimate Gain
$59,236.45
% of Total Estimate Gain
2.33%

Allegheny Financial Group's Vanguard Russell 2000 Value Index Fund Holding Summary

As of 2025-03-31, Allegheny Financial Group held 14,154.00 shares of Vanguard Russell 2000 Value Index Fund(VTWV), totaling $1.88 Mil. This investment constitutes 0.48% of their stock portfolio, and Allegheny Financial Group now holds 0.25% of the outstanding Vanguard Russell 2000 Value Index Fund(VTWV) stock.

The initial trade took place in 2021Q2. And since then Allegheny Financial Group has made 11 purchases of VTWV, at an average price of $138.00, for a total of 18,446.00 shares. In addition, there have been 5 sales at an average price of $137.28 for 4,292.00 shares. Based on historical transaction data and VTWV's current price of $142.41, Allegheny Financial Group's estimated gain on his VTWV holdings is $59,236.45, reflecting a 2.33% gain to date.

Allegheny Financial Group VTWV ($142.41) Holding Chart

Allegheny Financial Group VTWV ($142.41) 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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