Institute For Wealth Management, LLC. VTWG Holdings History
Institute for Wealth Management, LLC.'s Vanguard Russell 2000 Growth Index Fund Holding Summary
As of 2025-03-31, Institute for Wealth Management, LLC. held 33,993.00 shares of Vanguard Russell 2000 Growth Index Fund(VTWG), totaling $6.33 Mil. This investment constitutes 0.81% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.6% 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. Based on historical transaction data and VTWG's current price of $212.34, Institute for Wealth Management, LLC.'s estimated gain on his VTWG holdings is $236,878.56, reflecting a 3.39% gain to date.
Institute for Wealth Management, LLC. VTWG ($212.34) Holding Chart
Institute for Wealth Management, LLC. VTWG ($212.34) 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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