Grey Fox Wealth Advisors, LLC VTWG Holdings History
Grey Fox Wealth Advisors, LLC's Vanguard Russell 2000 Growth Index Fund Holding Summary
As of 2025-03-31, Grey Fox Wealth Advisors, LLC held 9,402.00 shares of Vanguard Russell 2000 Growth Index Fund(VTWG), totaling $1.75 Mil. This investment constitutes 0.53% of their stock portfolio, and Grey Fox Wealth Advisors, LLC now holds 0.2% of the outstanding Vanguard Russell 2000 Growth Index Fund(VTWG) stock.
The initial trade took place in 2022Q4. And since then Grey Fox Wealth Advisors, LLC has made 5 purchases of VTWG, at an average price of $177.43, for a total of 13,660.00 shares. In addition, there have been 4 sales at an average price of $173.11 for 4,258.00 shares. Based on historical transaction data and VTWG's current price of $213.55, Grey Fox Wealth Advisors, LLC's estimated gain on his VTWG holdings is $321,209.21, reflecting a 13.25% gain to date.
Grey Fox Wealth Advisors, LLC VTWG ($213.55) Holding Chart
Grey Fox Wealth Advisors, LLC VTWG ($213.55) 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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