Cassaday & Co Wealth Management LLC MGK Holdings History
Cassaday & Co Wealth Management LLC's Vanguard Mega Cap Growth ETF Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 3.53 Mil shares of Vanguard Mega Cap Growth ETF(MGK), totaling $1.09 Bil. This investment constitutes 30.62% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 5.07% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.
The initial trade took place in 2022Q4. And since then Cassaday & Co Wealth Management LLC has made 3 purchases of MGK, at an average price of $181.95, for a total of 3.91 Mil shares. In addition, there have been 6 sales at an average price of $273.89 for 384,481.00 shares. Based on historical transaction data and MGK's current price of $369.06, Cassaday & Co Wealth Management LLC's estimated gain on his MGK holdings is $694.98 Mil, reflecting a 97.69% gain to date.
Cassaday & Co Wealth Management LLC MGK ($369.06) Holding Chart
Cassaday & Co Wealth Management LLC MGK ($369.06) 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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