Hartmann Taylor Wealth Management, LLC VV Holdings History
Number of Shares
14,795.00
Current Holdings Value*
$3.80 Mil
% of Portfolio
3.41%
Total Estimate Gain
$248,260.10
% of Total Estimate Gain
6.19%
Hartmann Taylor Wealth Management, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Hartmann Taylor Wealth Management, LLC held 14,795.00 shares of Vanguard Large Cap ETF(VV), totaling $3.80 Mil. This investment constitutes 3.41% of their stock portfolio, and Hartmann Taylor Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and VV's current price of $287.65, Hartmann Taylor Wealth Management, LLC's estimated gain on his VV holdings is $248,260.10, reflecting a 6.19% gain to date.
Hartmann Taylor Wealth Management, LLC VV ($287.65) Holding Chart
Hartmann Taylor Wealth Management, LLC VV ($287.65) 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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