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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