Number of Shares
36,840.00
Current Holdings Value*
$8.17 Mil
% of Portfolio
5.71%
Total Estimate Gain
$1.70 Mil
% of Total Estimate Gain
22.88%

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 $244.81, HOGE FINANCIAL SERVICES, LLC's estimated gain on his VB holdings is $1.70 Mil, reflecting a 22.88% gain to date.

HOGE FINANCIAL SERVICES, LLC VB ($244.81) Holding Chart

HOGE FINANCIAL SERVICES, LLC VB ($244.81) 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 %

Top Ranked Articles

  • 1