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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