Number of Shares
780.00
Current Holdings Value*
$288,940.00
% of Portfolio
0.1%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
38.74%

MGB Wealth Management, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, MGB Wealth Management, LLC held 780.00 shares of Vanguard Growth ETF(VUG), totaling $288,940.00. This investment constitutes 0.1% of their stock portfolio, and MGB Wealth Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2023Q4. And since then MGB Wealth Management, LLC has made 2 purchases of VUG, at an average price of $294.08, for a total of 9,183.00 shares. In addition, there have been 2 sales at an average price of $404.36 for 8,403.00 shares. Based on historical transaction data and VUG's current price of $447.28, MGB Wealth Management, LLC's estimated gain on his VUG holdings is $1.05 Mil, reflecting a 38.74% gain to date.

MGB Wealth Management, LLC VUG ($447.28) Holding Chart

MGB Wealth Management, LLC VUG ($447.28) 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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