A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 7,420 shares of MGV stock, worth $987,231. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,420
Previous 5,842 27.01%
Holding current value
$987,231
Previous $692,000 37.43%
% of portfolio
0.07%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$118.0 - $128.28 $186,204 - $202,425
1,578 Added 27.01%
7,420 $951,000
Q2 2024

Jul 30, 2024

BUY
$113.61 - $120.34 $339,693 - $359,816
2,990 Added 104.84%
5,842 $692,000
Q1 2024

Apr 16, 2024

BUY
$108.33 - $119.51 $308,957 - $340,842
2,852 New
2,852 $340,000

Others Institutions Holding MGV

About VANGUARD MEGA CAP VALUE


  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
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