ProVise Management Group, LLC MGC Holdings History
ProVise Management Group, LLC's Vanguard Mega Cap 300 Index ETF Holding Summary
As of 2025-03-31, ProVise Management Group, LLC held 132,235.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $26.63 Mil. This investment constitutes 2.26% of their stock portfolio, and ProVise Management Group, LLC now holds 0.44% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.
The initial trade took place in 2020Q3. And since then ProVise Management Group, LLC has made 15 purchases of MGC, at an average price of $154.61, for a total of 202,192.00 shares. In addition, there have been 4 sales at an average price of $148.87 for 69,957.00 shares. Based on historical transaction data and MGC's current price of $226.69, ProVise Management Group, LLC's estimated gain on his MGC holdings is $9.13 Mil, reflecting a 29.20% gain to date.
ProVise Management Group, LLC MGC ($226.69) Holding Chart
ProVise Management Group, LLC MGC ($226.69) 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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