Brophy Wealth Management, LLC MGV Holdings History
Number of Shares
130,530.00
Current Holdings Value*
$16.74 Mil
% of Portfolio
5.99%
Total Estimate Gain
$1.06 Mil
% of Total Estimate Gain
6.55%
Brophy Wealth Management, LLC's Vanguard Mega Cap Value ETF Holding Summary
As of 2024-09-30, Brophy Wealth Management, LLC held 130,530.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $16.74 Mil. This investment constitutes 5.99% of their stock portfolio, and Brophy Wealth Management, LLC now holds 0.21% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2024Q3. Based on historical transaction data and MGV's current price of $131.55, Brophy Wealth Management, LLC's estimated gain on his MGV holdings is $1.06 Mil, reflecting a 6.55% gain to date.
Brophy Wealth Management, LLC MGV ($131.55) Holding Chart
Brophy Wealth Management, LLC MGV ($131.55) 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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