Institute For Wealth Management, LLC. VTWG Holdings History
Institute for Wealth Management, LLC.'s Vanguard Russell 2000 Growth Index Fund Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 33,832.00 shares of Vanguard Russell 2000 Growth Index Fund(VTWG), totaling $7.05 Mil. This investment constitutes 0.79% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.75% of the outstanding Vanguard Russell 2000 Growth Index Fund(VTWG) stock.
The initial trade took place in 2024Q2. And since then Institute for Wealth Management, LLC. has made 2 purchases of VTWG, at an average price of $205.37, for a total of 33,993.00 shares. In addition, there have been 1 sales at an average price of $192.15 for 161.00 shares. Based on historical transaction data and VTWG's current price of $213.55, Institute for Wealth Management, LLC.'s estimated gain on his VTWG holdings is $274,598.68, reflecting a 3.93% gain to date.
Institute for Wealth Management, LLC. VTWG ($213.55) Holding Chart
Institute for Wealth Management, 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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