Number of Shares
64,748.00
Current Holdings Value*
$13.04 Mil
% of Portfolio
2.6%
Total Estimate Gain
$4.80 Mil
% of Total Estimate Gain
42.50%

Sensible Financial Planning & Management, LLC.'s Vanguard Mega Cap 300 Index ETF Holding Summary

As of 2025-03-31, Sensible Financial Planning & Management, LLC. held 64,748.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $13.04 Mil. This investment constitutes 2.6% of their stock portfolio, and Sensible Financial Planning & Management, LLC. now holds 0.18% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.

The initial trade took place in 2019Q3. And since then Sensible Financial Planning & Management, LLC. has made 19 purchases of MGC, at an average price of $150.12, for a total of 75,183.00 shares. In addition, there have been 4 sales at an average price of $149.99 for 10,435.00 shares. Based on historical transaction data and MGC's current price of $224.22, Sensible Financial Planning & Management, LLC.'s estimated gain on his MGC holdings is $4.80 Mil, reflecting a 42.50% gain to date.

Sensible Financial Planning & Management, LLC. MGC ($224.22) Holding Chart

Sensible Financial Planning & Management, LLC. MGC ($224.22) 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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