Number of Shares
52,501.00
Current Holdings Value*
$6.76 Mil
% of Portfolio
4.44%
Total Estimate Gain
$299,490.68
% of Total Estimate Gain
3.00%

FSC Wealth Advisors, LLC's Vanguard Mega Cap Value ETF Holding Summary

As of 2025-03-31, FSC Wealth Advisors, LLC held 52,501.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $6.76 Mil. This investment constitutes 4.44% of their stock portfolio, and FSC Wealth Advisors, LLC now holds 0.07% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.

The initial trade took place in 2022Q1. And since then FSC Wealth Advisors, LLC has made 3 purchases of MGV, at an average price of $117.47, for a total of 84,881.00 shares. In addition, there have been 2 sales at an average price of $102.93 for 32,380.00 shares. Based on historical transaction data and MGV's current price of $132.15, FSC Wealth Advisors, LLC's estimated gain on his MGV holdings is $299,490.68, reflecting a 3.00% gain to date.

FSC Wealth Advisors, LLC MGV ($132.15) Holding Chart

FSC Wealth Advisors, LLC MGV ($132.15) 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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