Institute For Wealth Management, LLC. VTWV Holdings History
Institute for Wealth Management, LLC.'s Vanguard Russell 2000 Value Index Fund Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 43,992.00 shares of Vanguard Russell 2000 Value Index Fund(VTWV), totaling $6.12 Mil. This investment constitutes 0.68% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.86% of the outstanding Vanguard Russell 2000 Value Index Fund(VTWV) stock.
The initial trade took place in 2023Q2. And since then Institute for Wealth Management, LLC. has made 6 purchases of VTWV, at an average price of $134.97, for a total of 44,234.00 shares. In addition, there have been 2 sales at an average price of $150.20 for 242.00 shares. Based on historical transaction data and VTWV's current price of $143.95, Institute for Wealth Management, LLC.'s estimated gain on his VTWV holdings is $398,525.50, reflecting a 6.67% gain to date.
Institute for Wealth Management, LLC. VTWV ($143.95) Holding Chart
Institute for Wealth Management, LLC. VTWV ($143.95) 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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