Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$654.42
% of Total Estimate Gain
0.12%

Lord & Richards Wealth Management, LLC's Vanguard Mega Cap 300 Index ETF Holding Summary

As of 2025-03-31, Lord & Richards Wealth Management, LLC held - shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling N/A. This investment constitutes 0% of their stock portfolio, and Lord & Richards Wealth Management, LLC now holds 0% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $212.96 for 2,517.00 shares. Based on historical transaction data and MGC's current price of $225.91, Lord & Richards Wealth Management, LLC's estimated gain on his MGC holdings is $654.42, reflecting a 0.12% gain to date.

Lord & Richards Wealth Management, LLC MGC ($225.91) Holding Chart

Lord & Richards Wealth Management, LLC MGC ($225.91) 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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