Number of Shares
110,147.00
Current Holdings Value*
$34.02 Mil
% of Portfolio
3.61%
Total Estimate Gain
$47.33 Mil
% of Total Estimate Gain
85.15%

MEANS INVESTMENT CO., INC.'s Vanguard Mega Cap Growth ETF Holding Summary

As of 2025-03-31, MEANS INVESTMENT CO., INC. held 110,147.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $34.02 Mil. This investment constitutes 3.61% of their stock portfolio, and MEANS INVESTMENT CO., INC. now holds 0.13% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.

The initial trade took place in 2018Q4. And since then MEANS INVESTMENT CO., INC. has made 20 purchases of MGK, at an average price of $179.06, for a total of 310,399.00 shares. In addition, there have been 5 sales at an average price of $307.14 for 200,252.00 shares. Based on historical transaction data and MGK's current price of $375.90, MEANS INVESTMENT CO., INC.'s estimated gain on his MGK holdings is $47.33 Mil, reflecting a 85.15% gain to date.

MEANS INVESTMENT CO., INC. MGK ($375.90) Holding Chart

MEANS INVESTMENT CO., INC. MGK ($375.90) 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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