Balanced Rock Investment Advisors LLC MGK Holdings History
Balanced Rock Investment Advisors LLC's Vanguard Mega Cap Growth ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 5,614.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $1.73 Mil. This investment constitutes 1.38% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 0.01% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.
The initial trade took place in 2024Q1. And since then Balanced Rock Investment Advisors LLC has made 4 purchases of MGK, at an average price of $278.54, for a total of 5,741.00 shares. In addition, there have been 1 sales at an average price of $311.85 for 127.00 shares. Based on historical transaction data and MGK's current price of $373.71, Balanced Rock Investment Advisors LLC's estimated gain on his MGK holdings is $538,494.45, reflecting a 33.67% gain to date.
Balanced Rock Investment Advisors LLC MGK ($373.71) Holding Chart
Balanced Rock Investment Advisors LLC MGK ($373.71) 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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