HBC Financial Services, PLLC VTI Holdings History
HBC Financial Services, PLLC's Vanguard Total Stock Market ETF Holding Summary
As of 2024-12-31, HBC Financial Services, PLLC held 8,309.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.41 Mil. This investment constitutes 1.48% of their stock portfolio, and HBC Financial Services, PLLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then HBC Financial Services, PLLC has made 8 purchases of VTI, at an average price of $176.08, for a total of 21,075.00 shares. In addition, there have been 10 sales at an average price of $208.11 for 12,766.00 shares. Based on historical transaction data and VTI's current price of $312.41, HBC Financial Services, PLLC's estimated gain on his VTI holdings is $1.54 Mil, reflecting a 41.54% gain to date.
HBC Financial Services, PLLC VTI ($312.41) Holding Chart
HBC Financial Services, PLLC VTI ($312.41) 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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