Segment Wealth Management, LLC MGC Holdings History
Segment Wealth Management, LLC's Vanguard Mega Cap 300 Index ETF Holding Summary
As of 2025-03-31, Segment Wealth Management, LLC held 24,245.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $4.88 Mil. This investment constitutes 0.33% of their stock portfolio, and Segment Wealth Management, LLC now holds 0.07% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.
The initial trade took place in 2024Q4. And since then Segment Wealth Management, LLC has made 1 purchases of MGC, at an average price of $212.70, for a total of 45,536.00 shares. In addition, there have been 1 sales at an average price of $212.96 for 21,291.00 shares. Based on historical transaction data and MGC's current price of $224.20, Segment Wealth Management, LLC's estimated gain on his MGC holdings is $284,353.16, reflecting a 2.94% gain to date.
Segment Wealth Management, LLC MGC ($224.20) Holding Chart
Segment Wealth Management, LLC MGC ($224.20) 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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