A detailed history of Compass Planning Associates Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Compass Planning Associates Inc holds 35,311 shares of MGV stock, worth $4.37 Million. This represents 4.6% of its overall portfolio holdings.

Number of Shares
35,311
Previous 31,872 10.79%
Holding current value
$4.37 Million
Previous $3.98 Billion 14.27%
% of portfolio
4.6%
Previous 4.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025

BUY
$123.61 - $133.01 $425,094 - $457,421
3,439 Added 10.79%
35,311 $4.55 Billion
Q4 2024

Feb 03, 2025

BUY
$124.06 - $133.48 $3.95 Million - $4.25 Million
31,872 New
31,872 $3.98 Billion

Others Institutions Holding MGV

About VANGUARD MEGA CAP VALUE


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