Stonebridge Financial Planning Group, LLC MGV Holdings History
Stonebridge Financial Planning Group, LLC's Vanguard Mega Cap Value ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 10,122.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $1.30 Mil. This investment constitutes 0.6% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0.01% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2025Q1. And since then Stonebridge Financial Planning Group, LLC has made 1 purchases of MGV, at an average price of $129.30, for a total of 10,122.00 shares. Based on historical transaction data and MGV's current price of $131.55, Stonebridge Financial Planning Group, LLC's estimated gain on his MGV holdings is $22,774.50, reflecting a 1.74% gain to date.
Stonebridge Financial Planning Group, LLC MGV ($131.55) Holding Chart
Stonebridge Financial Planning Group, LLC MGV ($131.55) 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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