Number of Shares
474,250.00
Current Holdings Value*
$95.50 Mil
% of Portfolio
19.54%
Total Estimate Gain
$73.16 Mil
% of Total Estimate Gain
136.28%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Vanguard Mega Cap 300 Index ETF Holding Summary

As of 2025-03-31, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 474,250.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $95.50 Mil. This investment constitutes 19.54% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 1.57% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.

The initial trade took place in 2017Q1. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 15 purchases of MGC, at an average price of $88.83, for a total of 604,334.00 shares. In addition, there have been 14 sales at an average price of $148.31 for 130,084.00 shares. Based on historical transaction data and MGC's current price of $226.78, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his MGC holdings is $73.16 Mil, reflecting a 136.28% gain to date.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. MGC ($226.78) Holding Chart

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. MGC ($226.78) 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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