Apriem Advisors MGV Holdings History
Apriem Advisors's Vanguard Mega Cap Value ETF Holding Summary
As of 2025-03-31, Apriem Advisors held 134,557.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $17.34 Mil. This investment constitutes 2.03% of their stock portfolio, and Apriem Advisors now holds 0.19% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2024Q1. And since then Apriem Advisors has made 5 purchases of MGV, at an average price of $125.37, for a total of 134,557.00 shares. Based on historical transaction data and MGV's current price of $132.15, Apriem Advisors's estimated gain on his MGV holdings is $912,512.40, reflecting a 5.41% gain to date.
Apriem Advisors MGV ($132.15) Holding Chart
Apriem Advisors MGV ($132.15) 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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