Number of Shares
58,736.00
Current Holdings Value*
$4.74 Mil
% of Portfolio
1.84%
Total Estimate Gain
$1.76 Mil
% of Total Estimate Gain
14.86%

First Citizens Asset Management, Inc.'s Vanguard Russell 2000 Index Fund Holding Summary

As of 2025-03-31, First Citizens Asset Management, Inc. held 58,736.00 shares of Vanguard Russell 2000 Index Fund(VTWO), totaling $4.74 Mil. This investment constitutes 1.84% of their stock portfolio, and First Citizens Asset Management, Inc. now holds 0.04% of the outstanding Vanguard Russell 2000 Index Fund(VTWO) stock.

The initial trade took place in 2022Q4. And since then First Citizens Asset Management, Inc. has made 3 purchases of VTWO, at an average price of $72.70, for a total of 162,942.00 shares. In addition, there have been 6 sales at an average price of $79.63 for 104,206.00 shares. Based on historical transaction data and VTWO's current price of $90.39, First Citizens Asset Management, Inc.'s estimated gain on his VTWO holdings is $1.76 Mil, reflecting a 14.86% gain to date.

First Citizens Asset Management, Inc. VTWO ($90.39) Holding Chart

First Citizens Asset Management, Inc. VTWO ($90.39) 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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