Number of Shares
69,532.00
Current Holdings Value*
$22.39 Mil
% of Portfolio
8.01%
Total Estimate Gain
$4.47 Mil
% of Total Estimate Gain
20.63%

Brophy Wealth Management, LLC's Vanguard Mega Cap Growth ETF Holding Summary

As of 2024-09-30, Brophy Wealth Management, LLC held 69,532.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $22.39 Mil. This investment constitutes 8.01% of their stock portfolio, and Brophy Wealth Management, LLC now holds 0.11% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.

The initial trade took place in 2024Q3. Based on historical transaction data and MGK's current price of $376.18, Brophy Wealth Management, LLC's estimated gain on his MGK holdings is $4.47 Mil, reflecting a 20.63% gain to date.

Brophy Wealth Management, LLC MGK ($376.18) Holding Chart

Brophy Wealth Management, LLC MGK ($376.18) 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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