Number of Shares
8,740.00
Current Holdings Value*
$2.49 Mil
% of Portfolio
2.73%
Total Estimate Gain
$865,390.84
% of Total Estimate Gain
35.04%

Bright Futures Wealth Management, LLC.'s Vanguard Mega Cap Growth ETF Holding Summary

As of 2025-03-31, Bright Futures Wealth Management, LLC. held 8,740.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $2.49 Mil. This investment constitutes 2.73% of their stock portfolio, and Bright Futures Wealth Management, 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 Bright Futures Wealth Management, LLC. has made 1 purchases of MGK, at an average price of $275.88, for a total of 8,953.00 shares. In addition, there have been 3 sales at an average price of $324.45 for 213.00 shares. Based on historical transaction data and MGK's current price of $373.71, Bright Futures Wealth Management, LLC.'s estimated gain on his MGK holdings is $865,390.84, reflecting a 35.04% gain to date.

Bright Futures Wealth Management, LLC. MGK ($373.71) Holding Chart

Bright Futures Wealth Management, 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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