Number of Shares
19,253.00
Current Holdings Value*
$2.48 Mil
% of Portfolio
1.42%
Total Estimate Gain
$43,319.25
% of Total Estimate Gain
1.74%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Vanguard Mega Cap Value ETF Holding Summary

As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 19,253.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $2.48 Mil. This investment constitutes 1.42% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0.03% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.

The initial trade took place in 2025Q1. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of MGV, at an average price of $129.30, for a total of 19,253.00 shares. Based on historical transaction data and MGV's current price of $131.55, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his MGV holdings is $43,319.25, reflecting a 1.74% gain to date.

CAPSTONE WEALTH MANAGEMENT GROUP, LLC MGV ($131.55) Holding Chart

CAPSTONE WEALTH MANAGEMENT GROUP, 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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