Number of Shares
10,542.00
Current Holdings Value*
$3.26 Mil
% of Portfolio
0.34%
Total Estimate Gain
$696,580.58
% of Total Estimate Gain
16.62%

INSIGNEO ADVISORY SERVICES, LLC's Vanguard Mega Cap Growth ETF Holding Summary

As of 2025-03-31, INSIGNEO ADVISORY SERVICES, LLC held 10,542.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $3.26 Mil. This investment constitutes 0.34% of their stock portfolio, and INSIGNEO ADVISORY SERVICES, LLC now holds 0.01% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.

The initial trade took place in 2024Q2. And since then INSIGNEO ADVISORY SERVICES, LLC has made 3 purchases of MGK, at an average price of $314.44, for a total of 13,329.00 shares. In addition, there have been 1 sales at an average price of $336.84 for 2,787.00 shares. Based on historical transaction data and MGK's current price of $374.60, INSIGNEO ADVISORY SERVICES, LLC's estimated gain on his MGK holdings is $696,580.58, reflecting a 16.62% gain to date.

INSIGNEO ADVISORY SERVICES, LLC MGK ($374.60) Holding Chart

INSIGNEO ADVISORY SERVICES, LLC MGK ($374.60) 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