HRC WEALTH MANAGEMENT, LLC VOT Holdings History
Number of Shares
25,372.00
Current Holdings Value*
$6.21 Mil
% of Portfolio
3.85%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
31.12%
HRC WEALTH MANAGEMENT, LLC's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, HRC WEALTH MANAGEMENT, LLC held 25,372.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $6.21 Mil. This investment constitutes 3.85% of their stock portfolio, and HRC WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2023Q4. And since then HRC WEALTH MANAGEMENT, LLC has made 5 purchases of VOT, at an average price of $216.04, for a total of 25,372.00 shares. Based on historical transaction data and VOT's current price of $283.28, HRC WEALTH MANAGEMENT, LLC's estimated gain on his VOT holdings is $1.71 Mil, reflecting a 31.12% gain to date.
HRC WEALTH MANAGEMENT, LLC VOT ($283.28) Holding Chart
HRC WEALTH MANAGEMENT, LLC VOT ($283.28) 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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