PLANNING DIRECTIONS INC MGV Holdings History
PLANNING DIRECTIONS INC's Vanguard Mega Cap Value ETF Holding Summary
As of 2025-03-31, PLANNING DIRECTIONS INC held 46,967.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $6.05 Mil. This investment constitutes 2.59% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0.07% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2018Q2. And since then PLANNING DIRECTIONS INC has made 15 purchases of MGV, at an average price of $76.71, for a total of 138,110.00 shares. In addition, there have been 13 sales at an average price of $89.12 for 91,143.00 shares. Based on historical transaction data and MGV's current price of $132.38, PLANNING DIRECTIONS INC's estimated gain on his MGV holdings is $3.75 Mil, reflecting a 35.35% gain to date.
PLANNING DIRECTIONS INC MGV ($132.38) Holding Chart
PLANNING DIRECTIONS INC MGV ($132.38) 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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