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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