Dechtman Wealth Management, LLC MGV Holdings History
Dechtman Wealth Management, LLC's Vanguard Mega Cap Value ETF Holding Summary
As of 2024-12-31, Dechtman Wealth Management, LLC held 217,034.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $27.11 Mil. This investment constitutes 5.24% of their stock portfolio, and Dechtman Wealth Management, LLC now holds 0.34% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2024Q1. And since then Dechtman Wealth Management, LLC has made 3 purchases of MGV, at an average price of $126.49, for a total of 237,890.00 shares. In addition, there have been 1 sales at an average price of $117.56 for 20,856.00 shares. Based on historical transaction data and MGV's current price of $133.39, Dechtman Wealth Management, LLC's estimated gain on his MGV holdings is $1.31 Mil, reflecting a 4.36% gain to date.
Dechtman Wealth Management, LLC MGV ($133.39) Holding Chart
Dechtman Wealth Management, LLC MGV ($133.39) 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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