Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-303,413.96
% of Total Estimate Gain
-3.10%

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 $145.41, 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 ($145.41) Holding Chart

CARL STUART INVESTMENT ADVISOR, INC VTWV ($145.41) 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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