FSA WEALTH PARTNERS, INC. MGC Holdings History
Number of Shares
98,078.00
Current Holdings Value*
$19.75 Mil
% of Portfolio
7.47%
Total Estimate Gain
$5.75 Mil
% of Total Estimate Gain
34.56%
FSA WEALTH PARTNERS, INC.'s Vanguard Mega Cap 300 Index ETF Holding Summary
As of 2025-03-31, FSA WEALTH PARTNERS, INC. held 98,078.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $19.75 Mil. This investment constitutes 7.47% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0.3% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.
The initial trade took place in 2023Q4. And since then FSA WEALTH PARTNERS, INC. has made 6 purchases of MGC, at an average price of $169.72, for a total of 98,078.00 shares. Based on historical transaction data and MGC's current price of $228.37, FSA WEALTH PARTNERS, INC.'s estimated gain on his MGC holdings is $5.75 Mil, reflecting a 34.56% gain to date.
FSA WEALTH PARTNERS, INC. MGC ($228.37) Holding Chart
FSA WEALTH PARTNERS, INC. MGC ($228.37) 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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