Number of Shares
10,044.00
Current Holdings Value*
$3.10 Mil
% of Portfolio
2.8%
Total Estimate Gain
$343,002.60
% of Total Estimate Gain
10.12%

Milestone Asset Management Group, LLC's Vanguard Mega Cap Growth ETF Holding Summary

As of 2025-03-31, Milestone Asset Management Group, LLC held 10,044.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $3.10 Mil. This investment constitutes 2.8% of their stock portfolio, and Milestone Asset Management Group, LLC now holds 0.01% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.

The initial trade took place in 2025Q1. And since then Milestone Asset Management Group, LLC has made 1 purchases of MGK, at an average price of $337.36, for a total of 10,044.00 shares. Based on historical transaction data and MGK's current price of $371.51, Milestone Asset Management Group, LLC's estimated gain on his MGK holdings is $343,002.60, reflecting a 10.12% gain to date.

Milestone Asset Management Group, LLC MGK ($371.51) Holding Chart

Milestone Asset Management Group, LLC MGK ($371.51) 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 %

Top Ranked Articles

  • 1