Number of Shares
17,207.00
Current Holdings Value*
$3.47 Mil
% of Portfolio
0.38%
Total Estimate Gain
$328,398.34
% of Total Estimate Gain
6.35%

BEACON FINANCIAL GROUP's Vanguard Mega Cap 300 Index ETF Holding Summary

As of 2025-03-31, BEACON FINANCIAL GROUP held 17,207.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $3.47 Mil. This investment constitutes 0.38% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.05% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.

The initial trade took place in 2023Q4. And since then BEACON FINANCIAL GROUP has made 2 purchases of MGC, at an average price of $193.79, for a total of 26,691.00 shares. In addition, there have been 1 sales at an average price of $178.36 for 9,484.00 shares. Based on historical transaction data and MGC's current price of $221.38, BEACON FINANCIAL GROUP's estimated gain on his MGC holdings is $328,398.34, reflecting a 6.35% gain to date.

BEACON FINANCIAL GROUP MGC ($221.38) Holding Chart

BEACON FINANCIAL GROUP MGC ($221.38) 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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