Anchor Pointe Wealth Management, LLC MGV Holdings History
Number of Shares
38,502.00
Current Holdings Value*
$4.79 Mil
% of Portfolio
6.23%
Total Estimate Gain
$113,965.92
% of Total Estimate Gain
2.29%
Anchor Pointe Wealth Management, LLC's Vanguard Mega Cap Value ETF Holding Summary
As of 2024-12-31, Anchor Pointe Wealth Management, LLC held 38,502.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $4.79 Mil. This investment constitutes 6.23% of their stock portfolio, and Anchor Pointe Wealth Management, LLC now holds 0.06% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and MGV's current price of $132.04, Anchor Pointe Wealth Management, LLC's estimated gain on his MGV holdings is $113,965.92, reflecting a 2.29% gain to date.
Anchor Pointe Wealth Management, LLC MGV ($132.04) Holding Chart
Anchor Pointe Wealth Management, LLC MGV ($132.04) 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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