Number of Shares
15,090.00
Current Holdings Value*
$5.53 Mil
% of Portfolio
1.63%
Total Estimate Gain
$3.97 Mil
% of Total Estimate Gain
28.41%

Carr Financial Group Corp's Vanguard Mega Cap Growth ETF Holding Summary

As of 2025-06-30, Carr Financial Group Corp held 15,090.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $5.53 Mil. This investment constitutes 1.63% of their stock portfolio, and Carr Financial Group Corp now holds 0.02% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.

The initial trade took place in 2022Q4. And since then Carr Financial Group Corp has made 4 purchases of MGK, at an average price of $211.31, for a total of 66,193.00 shares. In addition, there have been 6 sales at an average price of $240.87 for 51,103.00 shares. Based on historical transaction data and MGK's current price of $374.60, Carr Financial Group Corp's estimated gain on his MGK holdings is $3.97 Mil, reflecting a 28.41% gain to date.

Carr Financial Group Corp MGK ($374.60) Holding Chart

Carr Financial Group Corp MGK ($374.60) 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 %

Top Ranked Articles

  • 1