GeoWealth Management, LLC MGC Holdings History
GeoWealth Management, LLC's Vanguard Mega Cap 300 Index ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 9,368.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $1.89 Mil. This investment constitutes 0.08% of their stock portfolio, and GeoWealth Management, LLC now holds 0.03% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.
The initial trade took place in 2019Q3. And since then GeoWealth Management, LLC has made 13 purchases of MGC, at an average price of $165.65, for a total of 312,877.00 shares. In addition, there have been 8 sales at an average price of $177.64 for 303,509.00 shares. Based on historical transaction data and MGC's current price of $230.12, GeoWealth Management, LLC's estimated gain on his MGC holdings is $4.24 Mil, reflecting a 8.19% gain to date.
GeoWealth Management, LLC MGC ($230.12) Holding Chart
GeoWealth Management, LLC MGC ($230.12) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
