Number of Shares
42,589.00
Current Holdings Value*
$3.71 Mil
% of Portfolio
1.06%
Total Estimate Gain
$48,608.42
% of Total Estimate Gain
0.42%

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

As of 2025-06-30, Global Wealth Strategies & Associates held 42,589.00 shares of Vanguard Russell 2000 Index Fund(VTWO), totaling $3.71 Mil. This investment constitutes 1.06% of their stock portfolio, and Global Wealth Strategies & Associates now holds 0.03% 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. In addition, there have been 1 sales at an average price of $81.33 for 97,605.00 shares. Based on historical transaction data and VTWO's current price of $88.92, Global Wealth Strategies & Associates's estimated gain on his VTWO holdings is $48,608.42, reflecting a 0.42% gain to date.

Global Wealth Strategies & Associates VTWO ($88.92) Holding Chart

Global Wealth Strategies & Associates VTWO ($88.92) 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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