Falcon Wealth Planning MGK Holdings History
Falcon Wealth Planning's Vanguard Mega Cap Growth ETF Holding Summary
As of 2025-03-31, Falcon Wealth Planning held 200,980.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $62.08 Mil. This investment constitutes 6.9% of their stock portfolio, and Falcon Wealth Planning now holds 0.24% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.
The initial trade took place in 2020Q4. And since then Falcon Wealth Planning has made 10 purchases of MGK, at an average price of $278.00, for a total of 206,480.00 shares. In addition, there have been 7 sales at an average price of $203.71 for 5,500.00 shares. Based on historical transaction data and MGK's current price of $369.40, Falcon Wealth Planning's estimated gain on his MGK holdings is $17.96 Mil, reflecting a 31.29% gain to date.
Falcon Wealth Planning MGK ($369.40) Holding Chart
Falcon Wealth Planning MGK ($369.40) 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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