Number of Shares
57,306.00
Current Holdings Value*
$9.90 Mil
% of Portfolio
6.92%
Total Estimate Gain
$1.62 Mil
% of Total Estimate Gain
18.99%

HOGE FINANCIAL SERVICES, LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, HOGE FINANCIAL SERVICES, LLC held 57,306.00 shares of Vanguard Value ETF(VTV), totaling $9.90 Mil. This investment constitutes 6.92% of their stock portfolio, and HOGE FINANCIAL SERVICES, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2023Q4. And since then HOGE FINANCIAL SERVICES, LLC has made 5 purchases of VTV, at an average price of $149.30, for a total of 57,306.00 shares. Based on historical transaction data and VTV's current price of $177.66, HOGE FINANCIAL SERVICES, LLC's estimated gain on his VTV holdings is $1.62 Mil, reflecting a 18.99% gain to date.

HOGE FINANCIAL SERVICES, LLC VTV ($177.66) Holding Chart

HOGE FINANCIAL SERVICES, LLC VTV ($177.66) 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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