Annapolis Financial Services, LLC MGV Holdings History
Annapolis Financial Services, LLC's Vanguard Mega Cap Value ETF Holding Summary
As of 2024-09-30, Annapolis Financial Services, LLC held 68,105.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $8.74 Mil. This investment constitutes 2.59% of their stock portfolio, and Annapolis Financial Services, LLC now holds 0.11% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2021Q4. And since then Annapolis Financial Services, LLC has made 10 purchases of MGV, at an average price of $108.51, for a total of 70,645.00 shares. In addition, there have been 2 sales at an average price of $100.38 for 2,540.00 shares. Based on historical transaction data and MGV's current price of $131.55, Annapolis Financial Services, LLC's estimated gain on his MGV holdings is $1.55 Mil, reflecting a 20.20% gain to date.
Annapolis Financial Services, LLC MGV ($131.55) Holding Chart
Annapolis Financial Services, LLC MGV ($131.55) 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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