VSM Wealth Advisory, LLC MGC Holdings History
VSM Wealth Advisory, LLC's Vanguard Mega Cap 300 Index ETF Holding Summary
As of 2025-03-31, VSM Wealth Advisory, LLC held 74,048.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $14.91 Mil. This investment constitutes 5.36% of their stock portfolio, and VSM Wealth Advisory, LLC now holds 0.25% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.
The initial trade took place in 2024Q4. And since then VSM Wealth Advisory, LLC has made 1 purchases of MGC, at an average price of $212.71, for a total of 74,048.00 shares. Based on historical transaction data and MGC's current price of $230.91, VSM Wealth Advisory, LLC's estimated gain on his MGC holdings is $1.35 Mil, reflecting a 8.56% gain to date.
VSM Wealth Advisory, LLC MGC ($230.91) Holding Chart
VSM Wealth Advisory, LLC MGC ($230.91) 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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