Compass Planning Associates Inc MGV Holdings History
Compass Planning Associates Inc's Vanguard Mega Cap Value ETF Holding Summary
As of 2025-03-31, Compass Planning Associates Inc held 35,311.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $4.55 Mil. This investment constitutes 4.6% of their stock portfolio, and Compass Planning Associates Inc now holds 0.05% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2024Q4. And since then Compass Planning Associates Inc has made 1 purchases of MGV, at an average price of $129.10, for a total of 35,311.00 shares. Based on historical transaction data and MGV's current price of $132.30, Compass Planning Associates Inc's estimated gain on his MGV holdings is $112,944.84, reflecting a 2.48% gain to date.
Compass Planning Associates Inc MGV ($132.30) Holding Chart
Compass Planning Associates Inc MGV ($132.30) 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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