Number of Shares
20,292.00
Current Holdings Value*
$1.77 Mil
% of Portfolio
0.66%
Total Estimate Gain
$141,451.09
% of Total Estimate Gain
8.41%

Investment Research & Advisory Group, Inc.'s Vanguard Russell 2000 Index Fund Holding Summary

As of 2025-06-30, Investment Research & Advisory Group, Inc. held 20,292.00 shares of Vanguard Russell 2000 Index Fund(VTWO), totaling $1.77 Mil. This investment constitutes 0.66% of their stock portfolio, and Investment Research & Advisory Group, Inc. now holds 0.02% of the outstanding Vanguard Russell 2000 Index Fund(VTWO) stock.

The initial trade took place in 2024Q4. And since then Investment Research & Advisory Group, Inc. has made 3 purchases of VTWO, at an average price of $82.89, for a total of 20,292.00 shares. Based on historical transaction data and VTWO's current price of $89.86, Investment Research & Advisory Group, Inc.'s estimated gain on his VTWO holdings is $141,451.09, reflecting a 8.41% gain to date.

Investment Research & Advisory Group, Inc. VTWO ($89.86) Holding Chart

Investment Research & Advisory Group, Inc. VTWO ($89.86) 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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