Bernardo Wealth Planning LLC MGK Holdings History
Bernardo Wealth Planning LLC's Vanguard Mega Cap Growth ETF Holding Summary
As of 2025-03-31, Bernardo Wealth Planning LLC held 119,900.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $37.03 Mil. This investment constitutes 8.86% of their stock portfolio, and Bernardo Wealth Planning LLC now holds 0.14% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.
The initial trade took place in 2018Q4. And since then Bernardo Wealth Planning LLC has made 16 purchases of MGK, at an average price of $142.14, for a total of 227,986.00 shares. In addition, there have been 9 sales at an average price of $143.22 for 108,086.00 shares. Based on historical transaction data and MGK's current price of $377.99, Bernardo Wealth Planning LLC's estimated gain on his MGK holdings is $28.39 Mil, reflecting a 87.62% gain to date.
Bernardo Wealth Planning LLC MGK ($377.99) Holding Chart
Bernardo Wealth Planning LLC MGK ($377.99) 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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