Number of Shares
33,954.00
Current Holdings Value*
$6.84 Mil
% of Portfolio
1.36%
Total Estimate Gain
$2.04 Mil
% of Total Estimate Gain
15.71%

Security Financial Services, INC.'s Vanguard Mega Cap 300 Index ETF Holding Summary

As of 2025-03-31, Security Financial Services, INC. held 33,954.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $6.84 Mil. This investment constitutes 1.36% of their stock portfolio, and Security Financial Services, INC. now holds 0.11% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.

The initial trade took place in 2023Q4. And since then Security Financial Services, INC. has made 2 purchases of MGC, at an average price of $172.84, for a total of 75,324.00 shares. In addition, there have been 4 sales at an average price of $179.10 for 41,370.00 shares. Based on historical transaction data and MGC's current price of $225.42, Security Financial Services, INC.'s estimated gain on his MGC holdings is $2.04 Mil, reflecting a 15.71% gain to date.

Security Financial Services, INC. MGC ($225.42) Holding Chart

Security Financial Services, INC. MGC ($225.42) 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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