HOGE FINANCIAL SERVICES, LLC VB Holdings History
HOGE FINANCIAL SERVICES, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, HOGE FINANCIAL SERVICES, LLC held 36,840.00 shares of Vanguard Small Cap ETF(VB), totaling $8.17 Mil. This investment constitutes 5.71% of their stock portfolio, and HOGE FINANCIAL SERVICES, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q4. And since then HOGE FINANCIAL SERVICES, LLC has made 4 purchases of VB, at an average price of $199.01, for a total of 37,395.00 shares. In addition, there have been 1 sales at an average price of $227.22 for 555.00 shares. Based on historical transaction data and VB's current price of $245.19, HOGE FINANCIAL SERVICES, LLC's estimated gain on his VB holdings is $1.72 Mil, reflecting a 23.07% gain to date.
HOGE FINANCIAL SERVICES, LLC VB ($245.19) Holding Chart
HOGE FINANCIAL SERVICES, LLC VB ($245.19) 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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