HOGE FINANCIAL SERVICES, LLC VTV Holdings History
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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