HOGE FINANCIAL SERVICES, LLC VT Holdings History
HOGE FINANCIAL SERVICES, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, HOGE FINANCIAL SERVICES, LLC held 127,015.00 shares of Vanguard Total World Stock ETF(VT), totaling $14.73 Mil. This investment constitutes 10.3% of their stock portfolio, and HOGE FINANCIAL SERVICES, LLC now holds 0.03% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2023Q4. And since then HOGE FINANCIAL SERVICES, LLC has made 5 purchases of VT, at an average price of $99.36, for a total of 127,015.00 shares. Based on historical transaction data and VT's current price of $129.87, HOGE FINANCIAL SERVICES, LLC's estimated gain on his VT holdings is $3.87 Mil, reflecting a 30.70% gain to date.
HOGE FINANCIAL SERVICES, LLC VT ($129.87) Holding Chart
HOGE FINANCIAL SERVICES, LLC VT ($129.87) 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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