WesMark Tactical Opportunity Fund MGV Holdings History
WesMark Tactical Opportunity Fund's Vanguard Mega Cap Value ETF Holding Summary
As of 2025-03-31, WESMARK FUNDS held 37,341.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $4.81 Mil. This investment constitutes 10.53% of their stock portfolio, and WESMARK FUNDS now holds 0.06% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2020Q1. And since then WesMark Tactical Opportunity Fund has made 3 purchases of MGV, at an average price of $81.64, for a total of 87,236.00 shares. In addition, there have been 4 sales at an average price of $104.38 for 49,895.00 shares. Based on historical transaction data and MGV's current price of $132.17, WesMark Tactical Opportunity Fund's estimated gain on his MGV holdings is $3.02 Mil, reflecting a 42.42% gain to date.
WesMark Tactical Opportunity Fund MGV ($132.17) Holding Chart
WesMark Tactical Opportunity Fund MGV ($132.17) 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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