Number of Shares
46,982.00
Current Holdings Value*
$14.51 Mil
% of Portfolio
5.99%
Total Estimate Gain
$5.38 Mil
% of Total Estimate Gain
43.58%

ODonnell Financial Services, LLC's Vanguard Mega Cap Growth ETF Holding Summary

As of 2025-03-31, ODonnell Financial Services, LLC held 46,982.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $14.51 Mil. This investment constitutes 5.99% of their stock portfolio, and ODonnell Financial Services, LLC now holds 0.07% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.

The initial trade took place in 2023Q4. And since then ODonnell Financial Services, LLC has made 5 purchases of MGK, at an average price of $262.68, for a total of 47,029.00 shares. In addition, there have been 1 sales at an average price of $337.36 for 47.00 shares. Based on historical transaction data and MGK's current price of $377.20, ODonnell Financial Services, LLC's estimated gain on his MGK holdings is $5.38 Mil, reflecting a 43.58% gain to date.

ODonnell Financial Services, LLC MGK ($377.20) Holding Chart

ODonnell Financial Services, LLC MGK ($377.20) 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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