Number of Shares
83,323.00
Current Holdings Value*
$25.74 Mil
% of Portfolio
19.21%
Total Estimate Gain
$11.21 Mil
% of Total Estimate Gain
39.70%

Erickson Financial Group, LLC's Vanguard Mega Cap Growth ETF Holding Summary

As of 2025-03-31, Erickson Financial Group, LLC held 83,323.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $25.74 Mil. This investment constitutes 19.21% of their stock portfolio, and Erickson Financial Group, LLC now holds 0.1% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.

The initial trade took place in 2022Q1. And since then Erickson Financial Group, LLC has made 6 purchases of MGK, at an average price of $231.00, for a total of 122,265.00 shares. In addition, there have been 7 sales at an average price of $211.67 for 38,942.00 shares. Based on historical transaction data and MGK's current price of $374.60, Erickson Financial Group, LLC's estimated gain on his MGK holdings is $11.21 Mil, reflecting a 39.70% gain to date.

Erickson Financial Group, LLC MGK ($374.60) Holding Chart

Erickson Financial Group, LLC MGK ($374.60) 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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