Number of Shares
26,898.00
Current Holdings Value*
$5.50 Mil
% of Portfolio
8.79%
Total Estimate Gain
$3.20 Mil
% of Total Estimate Gain
23.85%

Stone Asset Management Inc.'s Vanguard Mega Cap Growth ETF Holding Summary

As of 2023-03-31, Stone Asset Management Inc. held 26,898.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $5.50 Mil. This investment constitutes 8.79% of their stock portfolio, and Stone Asset Management Inc. now holds 0.05% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.

The initial trade took place in 2021Q4. And since then Stone Asset Management Inc. has made 3 purchases of MGK, at an average price of $228.22, for a total of 58,793.00 shares. In addition, there have been 2 sales at an average price of $209.78 for 31,895.00 shares. Based on historical transaction data and MGK's current price of $369.06, Stone Asset Management Inc.'s estimated gain on his MGK holdings is $3.20 Mil, reflecting a 23.85% gain to date.

Stone Asset Management Inc. MGK ($369.06) Holding Chart

Stone Asset Management Inc. MGK ($369.06) 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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