Number of Shares
92,218.00
Current Holdings Value*
$20.74 Mil
% of Portfolio
10.01%
Total Estimate Gain
$5.65 Mil
% of Total Estimate Gain
33.93%

FSA WEALTH PARTNERS, INC.'s Vanguard Mega Cap 300 Index ETF Holding Summary

As of 2025-06-30, FSA WEALTH PARTNERS, INC. held 92,218.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $20.74 Mil. This investment constitutes 10.01% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0.31% 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. In addition, there have been 1 sales at an average price of $206.87 for 5,860.00 shares. Based on historical transaction data and MGC's current price of $228.61, FSA WEALTH PARTNERS, INC.'s estimated gain on his MGC holdings is $5.65 Mil, reflecting a 33.93% gain to date.

FSA WEALTH PARTNERS, INC. MGC ($228.61) Holding Chart

FSA WEALTH PARTNERS, INC. MGC ($228.61) 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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