Marmo Financial Group, LLC MGV Holdings History
Marmo Financial Group, LLC's Vanguard Mega Cap Value ETF Holding Summary
As of 2025-06-30, Marmo Financial Group, LLC held 168,124.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $22.06 Mil. This investment constitutes 10.99% of their stock portfolio, and Marmo Financial Group, LLC now holds 0.24% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2022Q4. And since then Marmo Financial Group, LLC has made 5 purchases of MGV, at an average price of $110.11, for a total of 209,290.00 shares. In addition, there have been 5 sales at an average price of $103.54 for 41,166.00 shares. Based on historical transaction data and MGV's current price of $131.52, Marmo Financial Group, LLC's estimated gain on his MGV holdings is $3.33 Mil, reflecting a 14.44% gain to date.
Marmo Financial Group, LLC MGV ($131.52) Holding Chart
Marmo Financial Group, LLC MGV ($131.52) 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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