Annapolis Financial Services, LLC MGC Holdings History
Annapolis Financial Services, LLC's Vanguard Mega Cap 300 Index ETF Holding Summary
As of 2024-09-30, Annapolis Financial Services, LLC held 68,432.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $14.14 Mil. This investment constitutes 4.19% of their stock portfolio, and Annapolis Financial Services, LLC now holds 0.24% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.
The initial trade took place in 2022Q1. And since then Annapolis Financial Services, LLC has made 8 purchases of MGC, at an average price of $163.69, for a total of 69,092.00 shares. In addition, there have been 1 sales at an average price of $142.93 for 660.00 shares. Based on historical transaction data and MGC's current price of $228.25, Annapolis Financial Services, LLC's estimated gain on his MGC holdings is $4.40 Mil, reflecting a 38.94% gain to date.
Annapolis Financial Services, LLC MGC ($228.25) Holding Chart
Annapolis Financial Services, LLC MGC ($228.25) 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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