Hoese & Co LLP VTI Holdings History

Number of Shares
12,873.00
Current Holdings Value*
$3.54 Mil
% of Portfolio
3.07%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
50.47%

Hoese & Co LLP's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Hoese & Co LLP held 12,873.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.54 Mil. This investment constitutes 3.07% of their stock portfolio, and Hoese & Co LLP now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2020Q4. And since then Hoese & Co LLP has made 3 purchases of VTI, at an average price of $189.63, for a total of 19,505.00 shares. In addition, there have been 11 sales at an average price of $241.29 for 6,632.00 shares. Based on historical transaction data and VTI's current price of $308.03, Hoese & Co LLP's estimated gain on his VTI holdings is $1.87 Mil, reflecting a 50.47% gain to date.

Hoese & Co LLP VTI ($308.03) Holding Chart

Hoese & Co LLP VTI ($308.03) 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