Summit Wealth Partners, LLC Vanguard Mega Cap Growth ETF Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,043 shares of MGK stock, worth $686,223. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,043
Previous 2,043 -0.0%
Holding current value
$686,223
Previous $642 Million 2.47%
% of portfolio
0.13%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Sep 11, 2024
SELL
$251.48 - $289.44 $20,872 - $24,023
-83 Reduced 3.9%
2,043 $586 Million
Q1 2023

Sep 11, 2024
BUY
$168.7 - $204.51 $168 - $204
1 Added 0.05%
2,126 $435 Million
Q4 2022

Sep 11, 2024
SELL
$167.59 - $189.31 $11,228 - $12,683
-67 Reduced 3.06%
2,125 $366 Million
Q3 2022

Sep 11, 2024
BUY
$174.29 - $217.45 $54,901 - $68,496
315 Added 16.78%
2,192 $382 Million
Q2 2022

Sep 11, 2024
SELL
$175.67 - $240.27 $38,998 - $53,339
-222 Reduced 10.58%
1,877 $341 Million
Q1 2022

Sep 11, 2024
BUY
$207.26 - $263.47 $45,597 - $57,963
220 Added 11.71%
2,099 $494 Million
Q4 2021

Sep 10, 2024
BUY
$232.18 - $264.33 $11,609 - $13,216
50 Added 2.73%
1,879 $490 Million
Q2 2021

Sep 10, 2024
BUY
$208.42 - $231.69 $4,168 - $4,633
20 Added 1.11%
1,829 $423 Million
Q4 2020

Sep 10, 2024
SELL
$179.05 - $203.91 $44,583 - $50,773
-249 Reduced 12.1%
1,809 $369 Million
Q3 2020

Sep 10, 2024
BUY
$165.52 - $200.94 $83,422 - $101,273
504 Added 32.43%
2,058 $382 Million
Q2 2020

Sep 10, 2024
BUY
$121.38 - $165.27 $121 - $165
1 Added 0.06%
1,554 $254 Million
Q4 2019

Sep 09, 2024
BUY
$128.65 - $146.41 $199,793 - $227,374
1,553 New
1,553 $226 Million

Others Institutions Holding MGK

# of Institutions
798
Shares Held
39.6M
Call Options Held
91.9K
Put Options Held
72.8K
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 Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email