Carlton Hofferkamp & Jenks Wealth Management, LLC VV Holdings History
Carlton Hofferkamp & Jenks Wealth Management, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Carlton Hofferkamp & Jenks Wealth Management, LLC held 29,117.00 shares of Vanguard Large Cap ETF(VV), totaling $7.04 Mil. This investment constitutes 2.91% of their stock portfolio, and Carlton Hofferkamp & Jenks Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2015Q4. And since then Carlton Hofferkamp & Jenks Wealth Management, LLC has made 19 purchases of VV, at an average price of $134.57, for a total of 31,474.00 shares. In addition, there have been 10 sales at an average price of $181.75 for 2,357.00 shares. Based on historical transaction data and VV's current price of $287.65, Carlton Hofferkamp & Jenks Wealth Management, LLC's estimated gain on his VV holdings is $4.57 Mil, reflecting a 107.86% gain to date.
Carlton Hofferkamp & Jenks Wealth Management, LLC VV ($287.65) Holding Chart
Carlton Hofferkamp & Jenks Wealth Management, LLC VV ($287.65) 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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