Kingswood Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,400 shares of MGK stock, worth $1.88 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,400
Holding current value
$1.88 Million
% of portfolio
0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$316.94 - $357.88 $1.71 Million - $1.93 Million
5,400 New
5,400 $1.85 Billion
Q4 2023

Jan 16, 2024
BUY
$218.97 - $260.54 $21,897 - $26,054
100 Added 6.25%
1,700 $441 Million
Q2 2023

Aug 09, 2023
BUY
$199.81 - $235.32 $319,696 - $376,512
1,600 New
1,600 $377 Million

Others Institutions Holding MGK

# of Institutions
848
Shares Held
38.9M
Call Options Held
91.7K
Put Options Held
123K
View Full List

About VANGUARD MEGA CAP GROWTH ETF

MGK Quotes by TradingView
  • Ticker MGK
  • Sector ETFs
  • Industry ETFs
More about MGK
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email