Claro Advisors LLC MGC Holdings History

Number of Shares
12,516.00
Current Holdings Value*
$2.52 Mil
% of Portfolio
0.34%
Total Estimate Gain
$299,568.68
% of Total Estimate Gain
11.56%

Claro Advisors LLC's Vanguard Mega Cap 300 Index ETF Holding Summary

As of 2025-03-31, Claro Advisors LLC held 12,516.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $2.52 Mil. This investment constitutes 0.34% of their stock portfolio, and Claro Advisors LLC now holds 0.04% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.

The initial trade took place in 2024Q1. And since then Claro Advisors LLC has made 5 purchases of MGC, at an average price of $207.09, for a total of 12,516.00 shares. Based on historical transaction data and MGC's current price of $231.03, Claro Advisors LLC's estimated gain on his MGC holdings is $299,568.68, reflecting a 11.56% gain to date.

Claro Advisors LLC MGC ($231.03) Holding Chart

Claro Advisors LLC MGC ($231.03) 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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