W ADVISORS, LLC VTWO Holdings History
Number of Shares
4,851.00
Current Holdings Value*
$391,230.00
% of Portfolio
0.24%
Total Estimate Gain
$12,806.64
% of Total Estimate Gain
3.01%
W ADVISORS, LLC's Vanguard Russell 2000 Index Fund Holding Summary
As of 2025-03-31, W ADVISORS, LLC held 4,851.00 shares of Vanguard Russell 2000 Index Fund(VTWO), totaling $391,230.00. This investment constitutes 0.24% of their stock portfolio, and W ADVISORS, LLC now holds 0% of the outstanding Vanguard Russell 2000 Index Fund(VTWO) stock.
The initial trade took place in 2025Q1. And since then W ADVISORS, LLC has made 1 purchases of VTWO, at an average price of $87.74, for a total of 4,851.00 shares. Based on historical transaction data and VTWO's current price of $90.38, W ADVISORS, LLC's estimated gain on his VTWO holdings is $12,806.64, reflecting a 3.01% gain to date.
W ADVISORS, LLC VTWO ($90.38) Holding Chart
W ADVISORS, LLC VTWO ($90.38) 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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