HRC WEALTH MANAGEMENT, LLC VTI Holdings History
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 % |
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