Number of Shares
1,916.00
Current Holdings Value*
$526,470.00
% of Portfolio
0.33%
Total Estimate Gain
$32,936.04
% of Total Estimate Gain
5.92%

HRC WEALTH MANAGEMENT, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, HRC WEALTH MANAGEMENT, LLC held 1,916.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $526,470.00. This investment constitutes 0.33% of their stock portfolio, and HRC WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2025Q1. And since then HRC WEALTH MANAGEMENT, LLC has made 1 purchases of VTI, at an average price of $290.53, for a total of 1,916.00 shares. Based on historical transaction data and VTI's current price of $307.72, HRC WEALTH MANAGEMENT, LLC's estimated gain on his VTI holdings is $32,936.04, reflecting a 5.92% gain to date.

HRC WEALTH MANAGEMENT, LLC VTI ($307.72) Holding Chart

HRC WEALTH MANAGEMENT, LLC VTI ($307.72) 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