Goldstone Financial Group, LLC Vanguard Mega Cap Value Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 5,513 shares of MGV stock, worth $698,386. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,513

Previous 5,501 0.22%

Holding current value

$698,386

Previous $706 Million 2.41%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$124.06 - $133.48 $1,488 - $1,601	12 Added 0.22%	5,513 $689 Million
Q3 2024 Oct 28, 2024	BUY	$118.0 - $128.28 $649,118 - $705,668	5,501 New	5,501 $706 Million
Q2 2024 Jan 15, 2025	BUY	$113.61 - $120.34 $43,058 - $45,608	379 Added 6.87%	5,892 $698 Million
Q1 2024 Jan 15, 2025	SELL	$108.33 - $119.51 $32,932 - $36,331	-304 Reduced 4.6%	6,310 $754 Million
Q4 2023 Jan 15, 2025	SELL	$97.07 - $109.74 $240,927 - $272,374	-2,482 Reduced 27.29%	6,614 $723 Million
Q3 2023 Jan 15, 2025	BUY	$101.4 - $107.46 $27,175 - $28,799	268 Added 3.04%	9,096 $922 Million
Q2 2023 Jan 15, 2025	BUY	$98.78 - $104.28 $249,715 - $263,619	2,528 Added 40.13%	8,828 $916 Million
Q1 2023 Jan 15, 2025	BUY	$97.0 - $105.37 $76,339 - $82,926	787 Added 14.28%	6,300 $636 Million

Others Institutions Holding MGV

# of Institutions

485

Shares Held

75.1M

Call Options Held

2.5K

Put Options Held

400

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About VANGUARD MEGA CAP VALUE

Ticker MGV
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Goldstone Financial Group, LLC Vanguard Mega Cap Value Transaction History