Apella Capital, LLC MGC Holdings History

Number of Shares
327,444.00
Current Holdings Value*
$73.87 Mil
% of Portfolio
2%
Total Estimate Gain
$28.66 Mil
% of Total Estimate Gain
35.83%

Apella Capital, LLC's Vanguard Mega Cap 300 Index ETF Holding Summary

As of 2025-06-30, Apella Capital, LLC held 327,444.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $73.87 Mil. This investment constitutes 2% of their stock portfolio, and Apella Capital, LLC now holds 1.09% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.

The initial trade took place in 2020Q1. And since then Apella Capital, LLC has made 13 purchases of MGC, at an average price of $161.51, for a total of 495,284.00 shares. In addition, there have been 7 sales at an average price of $197.40 for 167,840.00 shares. Based on historical transaction data and MGC's current price of $230.66, Apella Capital, LLC's estimated gain on his MGC holdings is $28.66 Mil, reflecting a 35.83% gain to date.

Apella Capital, LLC MGC ($230.66) Holding Chart

Apella Capital, LLC MGC ($230.66) 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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