Number of Shares
143,407.00
Current Holdings Value*
$36.86 Mil
% of Portfolio
11.52%
Total Estimate Gain
$18.88 Mil
% of Total Estimate Gain
73.14%

Hurlow Wealth Management Group, Inc.'s Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, Hurlow Wealth Management Group, Inc. held 143,407.00 shares of Vanguard Large Cap ETF(VV), totaling $36.86 Mil. This investment constitutes 11.52% of their stock portfolio, and Hurlow Wealth Management Group, Inc. now holds 0.1% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2018Q4. And since then Hurlow Wealth Management Group, Inc. has made 19 purchases of VV, at an average price of $160.29, for a total of 161,038.00 shares. In addition, there have been 6 sales at an average price of $187.33 for 17,631.00 shares. Based on historical transaction data and VV's current price of $288.60, Hurlow Wealth Management Group, Inc.'s estimated gain on his VV holdings is $18.88 Mil, reflecting a 73.14% gain to date.

Hurlow Wealth Management Group, Inc. VV ($288.60) Holding Chart

Hurlow Wealth Management Group, Inc. VV ($288.60) 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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