Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$9.83 Mil
% of Total Estimate Gain
31.70%

Jackson Wealth Management, LLC's Vanguard Mega Cap Growth ETF Holding Summary

As of 2025-03-31, Jackson Wealth Management, LLC held - shares of Vanguard Mega Cap Growth ETF(MGK), totaling N/A. This investment constitutes 0% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.

The initial trade took place in 2014Q4. And since then Jackson Wealth Management, LLC has made 10 purchases of MGK, at an average price of $124.03, for a total of 250,090.00 shares. In addition, there have been 11 sales at an average price of $163.35 for 250,090.00 shares. Based on historical transaction data and MGK's current price of $369.06, Jackson Wealth Management, LLC's estimated gain on his MGK holdings is $9.83 Mil, reflecting a 31.70% gain to date.

Jackson Wealth Management, LLC MGK ($369.06) Holding Chart

Jackson Wealth Management, LLC MGK ($369.06) 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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