MEANS INVESTMENT CO., INC. MGV Holdings History
MEANS INVESTMENT CO., INC.'s Vanguard Mega Cap Value ETF Holding Summary
As of 2025-03-31, MEANS INVESTMENT CO., INC. held 172,656.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $22.24 Mil. This investment constitutes 2.36% of their stock portfolio, and MEANS INVESTMENT CO., INC. now holds 0.23% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2021Q1. And since then MEANS INVESTMENT CO., INC. has made 15 purchases of MGV, at an average price of $103.55, for a total of 507,550.00 shares. In addition, there have been 2 sales at an average price of $129.30 for 334,894.00 shares. Based on historical transaction data and MGV's current price of $133.31, MEANS INVESTMENT CO., INC.'s estimated gain on his MGV holdings is $13.76 Mil, reflecting a 26.19% gain to date.
MEANS INVESTMENT CO., INC. MGV ($133.31) Holding Chart
MEANS INVESTMENT CO., INC. MGV ($133.31) 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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