Number of Shares
19,121.00
Current Holdings Value*
$3.85 Mil
% of Portfolio
0.96%
Total Estimate Gain
$909,556.91
% of Total Estimate Gain
11.29%

Hobart Private Capital, LLC's Vanguard Mega Cap 300 Index ETF Holding Summary

As of 2025-03-31, Hobart Private Capital, LLC held 19,121.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $3.85 Mil. This investment constitutes 0.96% of their stock portfolio, and Hobart Private Capital, LLC now holds 0.06% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.

The initial trade took place in 2023Q4. And since then Hobart Private Capital, LLC has made 2 purchases of MGC, at an average price of $180.53, for a total of 44,633.00 shares. In addition, there have been 4 sales at an average price of $178.74 for 25,512.00 shares. Based on historical transaction data and MGC's current price of $230.50, Hobart Private Capital, LLC's estimated gain on his MGC holdings is $909,556.91, reflecting a 11.29% gain to date.

Hobart Private Capital, LLC MGC ($230.50) Holding Chart

Hobart Private Capital, LLC MGC ($230.50) 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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