CARL STUART INVESTMENT ADVISOR, INC VTWV Holdings History
CARL STUART INVESTMENT ADVISOR, INC's Vanguard Russell 2000 Value Index Fund Holding Summary
As of 2025-03-31, CARL STUART INVESTMENT ADVISOR, INC held - shares of Vanguard Russell 2000 Value Index Fund(VTWV), totaling N/A. This investment constitutes 0% of their stock portfolio, and CARL STUART INVESTMENT ADVISOR, INC now holds 0% of the outstanding Vanguard Russell 2000 Value Index Fund(VTWV) stock.
The initial trade took place in 2023Q4. And since then CARL STUART INVESTMENT ADVISOR, INC has made 2 purchases of VTWV, at an average price of $145.04, for a total of 67,548.00 shares. In addition, there have been 2 sales at an average price of $140.55 for 67,548.00 shares. Based on historical transaction data and VTWV's current price of $145.80, CARL STUART INVESTMENT ADVISOR, INC's estimated gain on his VTWV holdings is $-303,413.96, reflecting a -3.10% gain to date.
CARL STUART INVESTMENT ADVISOR, INC VTWV ($145.80) Holding Chart
CARL STUART INVESTMENT ADVISOR, INC VTWV ($145.80) 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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