Bennett Associates Wealth Management MGK Holdings History
Bennett Associates Wealth Management's Vanguard Mega Cap Growth ETF Holding Summary
As of 2025-03-31, Bennett Associates Wealth Management held 18,293.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $5.65 Mil. This investment constitutes 4.66% of their stock portfolio, and Bennett Associates Wealth Management now holds 0.02% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.
The initial trade took place in 2024Q1. And since then Bennett Associates Wealth Management has made 4 purchases of MGK, at an average price of $279.27, for a total of 19,858.00 shares. In addition, there have been 1 sales at an average price of $337.36 for 1,565.00 shares. Based on historical transaction data and MGK's current price of $374.60, Bennett Associates Wealth Management's estimated gain on his MGK holdings is $1.83 Mil, reflecting a 33.09% gain to date.
Bennett Associates Wealth Management MGK ($374.60) Holding Chart
Bennett Associates Wealth Management MGK ($374.60) 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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