Number of Shares
18,261.00
Current Holdings Value*
$5.64 Mil
% of Portfolio
3.03%
Total Estimate Gain
$2.38 Mil
% of Total Estimate Gain
48.36%

AMERICAN FINANCIAL & TAX STRATEGIES INC's Vanguard Mega Cap Growth ETF Holding Summary

As of 2025-03-31, AMERICAN FINANCIAL & TAX STRATEGIES INC held 18,261.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $5.64 Mil. This investment constitutes 3.03% of their stock portfolio, and AMERICAN FINANCIAL & TAX STRATEGIES INC now holds 0.03% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.

The initial trade took place in 2023Q4. And since then AMERICAN FINANCIAL & TAX STRATEGIES INC has made 1 purchases of MGK, at an average price of $243.87, for a total of 20,220.00 shares. In addition, there have been 3 sales at an average price of $283.55 for 1,959.00 shares. Based on historical transaction data and MGK's current price of $370.21, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his MGK holdings is $2.38 Mil, reflecting a 48.36% gain to date.

AMERICAN FINANCIAL & TAX STRATEGIES INC MGK ($370.21) Holding Chart

AMERICAN FINANCIAL & TAX STRATEGIES INC MGK ($370.21) 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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