Number of Shares
125,779.00
Current Holdings Value*
$16.50 Mil
% of Portfolio
3.87%
Total Estimate Gain
$986,531.57
% of Total Estimate Gain
2.39%

MFA Wealth Advisors, LLC's Vanguard Mega Cap Value ETF Holding Summary

As of 2025-06-30, MFA Wealth Advisors, LLC held 125,779.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $16.50 Mil. This investment constitutes 3.87% of their stock portfolio, and MFA Wealth Advisors, LLC now holds 0.19% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.

The initial trade took place in 2022Q2. And since then MFA Wealth Advisors, LLC has made 7 purchases of MGV, at an average price of $109.09, for a total of 379,071.00 shares. In addition, there have been 2 sales at an average price of $101.13 for 253,292.00 shares. Based on historical transaction data and MGV's current price of $132.97, MFA Wealth Advisors, LLC's estimated gain on his MGV holdings is $986,531.57, reflecting a 2.39% gain to date.

MFA Wealth Advisors, LLC MGV ($132.97) Holding Chart

MFA Wealth Advisors, LLC MGV ($132.97) 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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