Number of Shares
47,340.00
Current Holdings Value*
$10.65 Mil
% of Portfolio
4.62%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
12.37%

Colorado Capital Management, Inc.'s Vanguard Mega Cap 300 Index ETF Holding Summary

As of 2025-06-30, Colorado Capital Management, Inc. held 47,340.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $10.65 Mil. This investment constitutes 4.62% of their stock portfolio, and Colorado Capital Management, Inc. now holds 0.16% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.

The initial trade took place in 2024Q1. And since then Colorado Capital Management, Inc. has made 6 purchases of MGC, at an average price of $202.17, for a total of 47,340.00 shares. Based on historical transaction data and MGC's current price of $227.18, Colorado Capital Management, Inc.'s estimated gain on his MGC holdings is $1.18 Mil, reflecting a 12.37% gain to date.

Colorado Capital Management, Inc. MGC ($227.18) Holding Chart

Colorado Capital Management, Inc. MGC ($227.18) 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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