Filbrandt Wealth Management, LLC MGV Holdings History
Filbrandt Wealth Management, LLC's Vanguard Mega Cap Value ETF Holding Summary
As of 2021-09-30, Filbrandt Wealth Management, LLC held 147,765.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $14.46 Mil. This investment constitutes 8.3% of their stock portfolio, and Filbrandt Wealth Management, LLC now holds 0.29% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2019Q4. And since then Filbrandt Wealth Management, LLC has made 1 purchases of MGV, at an average price of $82.96, for a total of 162,892.00 shares. In addition, there have been 6 sales at an average price of $86.96 for 15,127.00 shares. Based on historical transaction data and MGV's current price of $132.97, Filbrandt Wealth Management, LLC's estimated gain on his MGV holdings is $7.45 Mil, reflecting a 55.13% gain to date.
Filbrandt Wealth Management, LLC MGV ($132.97) Holding Chart
Filbrandt Wealth Management, LLC MGV ($132.97) 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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