Number of Shares
20,450.00
Current Holdings Value*
$7.58 Mil
% of Portfolio
5.96%
Total Estimate Gain
$3.26 Mil
% of Total Estimate Gain
48.72%

MidAtlantic Capital Management, Inc.'s Vanguard Growth ETF Holding Summary

As of 2025-03-31, MidAtlantic Capital Management, Inc. held 20,450.00 shares of Vanguard Growth ETF(VUG), totaling $7.58 Mil. This investment constitutes 5.96% of their stock portfolio, and MidAtlantic Capital Management, Inc. now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2023Q4. And since then MidAtlantic Capital Management, Inc. has made 1 purchases of VUG, at an average price of $293.06, for a total of 22,837.00 shares. In addition, there have been 2 sales at an average price of $386.11 for 2,387.00 shares. Based on historical transaction data and VUG's current price of $441.63, MidAtlantic Capital Management, Inc.'s estimated gain on his VUG holdings is $3.26 Mil, reflecting a 48.72% gain to date.

MidAtlantic Capital Management, Inc. VUG ($441.63) Holding Chart

MidAtlantic Capital Management, Inc. VUG ($441.63) 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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