MBL Wealth, LLC VTWO Holdings History

Number of Shares
12,318.00
Current Holdings Value*
$993,450.00
% of Portfolio
0.1%
Total Estimate Gain
$78,167.08
% of Total Estimate Gain
1.92%

MBL Wealth, LLC's Vanguard Russell 2000 Index Fund Holding Summary

As of 2025-03-31, MBL Wealth, LLC held 12,318.00 shares of Vanguard Russell 2000 Index Fund(VTWO), totaling $993,450.00. This investment constitutes 0.1% of their stock portfolio, and MBL Wealth, LLC now holds 0.01% of the outstanding Vanguard Russell 2000 Index Fund(VTWO) stock.

The initial trade took place in 2024Q3. And since then MBL Wealth, LLC has made 2 purchases of VTWO, at an average price of $86.63, for a total of 46,926.00 shares. In addition, there have been 1 sales at an average price of $87.74 for 34,608.00 shares. Based on historical transaction data and VTWO's current price of $89.86, MBL Wealth, LLC's estimated gain on his VTWO holdings is $78,167.08, reflecting a 1.92% gain to date.

MBL Wealth, LLC VTWO ($89.86) Holding Chart

MBL Wealth, LLC 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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