SUMMIT WEALTH & RETIREMENT PLANNING, INC. MGC Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Vanguard Mega Cap 300 Index ETF Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 214,599.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $43.22 Mil. This investment constitutes 13.24% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0.71% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.
The initial trade took place in 2020Q1. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 14 purchases of MGC, at an average price of $136.81, for a total of 259,547.00 shares. In addition, there have been 7 sales at an average price of $160.72 for 44,948.00 shares. Based on historical transaction data and MGC's current price of $226.70, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his MGC holdings is $20.37 Mil, reflecting a 57.36% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. MGC ($226.70) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. MGC ($226.70) 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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