Anchor Pointe Wealth Management, LLC MGK Holdings History
Number of Shares
20,006.00
Current Holdings Value*
$6.94 Mil
% of Portfolio
9.02%
Total Estimate Gain
$755,426.56
% of Total Estimate Gain
11.21%
Anchor Pointe Wealth Management, LLC's Vanguard Mega Cap Growth ETF Holding Summary
As of 2024-12-31, Anchor Pointe Wealth Management, LLC held 20,006.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $6.94 Mil. This investment constitutes 9.02% of their stock portfolio, and Anchor Pointe Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and MGK's current price of $374.60, Anchor Pointe Wealth Management, LLC's estimated gain on his MGK holdings is $755,426.56, reflecting a 11.21% gain to date.
Anchor Pointe Wealth Management, LLC MGK ($374.60) Holding Chart
Anchor Pointe Wealth Management, LLC MGK ($374.60) 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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