Hobart Private Capital, LLC VFQY Holdings History
Hobart Private Capital, LLC's Vanguard U.S. Quality Factor ETF Holding Summary
As of 2025-03-31, Hobart Private Capital, LLC held 121,097.00 shares of Vanguard U.S. Quality Factor ETF(VFQY), totaling $16.19 Mil. This investment constitutes 4.05% of their stock portfolio, and Hobart Private Capital, LLC now holds 3.97% of the outstanding Vanguard U.S. Quality Factor ETF(VFQY) stock.
The initial trade took place in 2023Q1. And since then Hobart Private Capital, LLC has made 4 purchases of VFQY, at an average price of $117.87, for a total of 210,628.00 shares. In addition, there have been 5 sales at an average price of $122.87 for 89,531.00 shares. Based on historical transaction data and VFQY's current price of $146.04, Hobart Private Capital, LLC's estimated gain on his VFQY holdings is $3.86 Mil, reflecting a 15.55% gain to date.
Hobart Private Capital, LLC VFQY ($146.04) Holding Chart
Hobart Private Capital, LLC VFQY ($146.04) 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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