Number of Shares
46,021.00
Current Holdings Value*
$9.27 Mil
% of Portfolio
1.7%
Total Estimate Gain
$3.76 Mil
% of Total Estimate Gain
49.31%

SCHMIDT P J INVESTMENT MANAGEMENT INC's Vanguard Mega Cap 300 Index ETF Holding Summary

As of 2025-03-31, SCHMIDT P J INVESTMENT MANAGEMENT INC held 46,021.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $9.27 Mil. This investment constitutes 1.7% of their stock portfolio, and SCHMIDT P J INVESTMENT MANAGEMENT INC now holds 0.16% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.

The initial trade took place in 2022Q1. And since then SCHMIDT P J INVESTMENT MANAGEMENT INC has made 11 purchases of MGC, at an average price of $153.61, for a total of 49,685.00 shares. In addition, there have been 2 sales at an average price of $212.88 for 3,664.00 shares. Based on historical transaction data and MGC's current price of $230.66, SCHMIDT P J INVESTMENT MANAGEMENT INC's estimated gain on his MGC holdings is $3.76 Mil, reflecting a 49.31% gain to date.

SCHMIDT P J INVESTMENT MANAGEMENT INC MGC ($230.66) Holding Chart

SCHMIDT P J INVESTMENT MANAGEMENT INC MGC ($230.66) 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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