Capital Advantage, Inc. MGV Holdings History
Capital Advantage, Inc.'s Vanguard Mega Cap Value ETF Holding Summary
As of 2025-06-30, Capital Advantage, Inc. held 199,187.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $26.13 Mil. This investment constitutes 4.14% of their stock portfolio, and Capital Advantage, Inc. now holds 0.29% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2015Q1. And since then Capital Advantage, Inc. has made 16 purchases of MGV, at an average price of $69.37, for a total of 400,198.00 shares. In addition, there have been 12 sales at an average price of $82.74 for 201,011.00 shares. Based on historical transaction data and MGV's current price of $133.39, Capital Advantage, Inc.'s estimated gain on his MGV holdings is $15.44 Mil, reflecting a 55.61% gain to date.
Capital Advantage, Inc. MGV ($133.39) Holding Chart
Capital Advantage, Inc. MGV ($133.39) 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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