Number of Shares
140,194.00
Current Holdings Value*
$11.31 Mil
% of Portfolio
3.43%
Total Estimate Gain
$531,473.41
% of Total Estimate Gain
4.55%

Global Wealth Strategies & Associates's Vanguard Russell 2000 Index Fund Holding Summary

As of 2025-03-31, Global Wealth Strategies & Associates held 140,194.00 shares of Vanguard Russell 2000 Index Fund(VTWO), totaling $11.31 Mil. This investment constitutes 3.43% of their stock portfolio, and Global Wealth Strategies & Associates now holds 0.1% of the outstanding Vanguard Russell 2000 Index Fund(VTWO) stock.

The initial trade took place in 2024Q1. And since then Global Wealth Strategies & Associates has made 5 purchases of VTWO, at an average price of $83.29, for a total of 140,194.00 shares. Based on historical transaction data and VTWO's current price of $87.08, Global Wealth Strategies & Associates's estimated gain on his VTWO holdings is $531,473.41, reflecting a 4.55% gain to date.

Global Wealth Strategies & Associates VTWO ($87.08) Holding Chart

Global Wealth Strategies & Associates VTWO ($87.08) 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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