HRC WEALTH MANAGEMENT, LLC VT Holdings History
HRC WEALTH MANAGEMENT, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, HRC WEALTH MANAGEMENT, LLC held 15,634.00 shares of Vanguard Total World Stock ETF(VT), totaling $1.81 Mil. This investment constitutes 1.12% of their stock portfolio, and HRC WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2023Q4. And since then HRC WEALTH MANAGEMENT, LLC has made 2 purchases of VT, at an average price of $97.68, for a total of 20,602.00 shares. In addition, there have been 3 sales at an average price of $112.56 for 4,968.00 shares. Based on historical transaction data and VT's current price of $129.24, HRC WEALTH MANAGEMENT, LLC's estimated gain on his VT holdings is $567,401.54, reflecting a 28.20% gain to date.
HRC WEALTH MANAGEMENT, LLC VT ($129.24) Holding Chart
HRC WEALTH MANAGEMENT, LLC VT ($129.24) 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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