9258 Wealth Management, LLC Vanguard Mega Cap Value Transaction History

9258 Wealth Management, LLC

  • $641 Million
  • Q2 2024

A detailed history of 9258 Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 99,554 shares of MGV stock, worth $12.7 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
99,554
Previous 103,089 3.43%
Holding current value
$12.7 Million
Previous $12.3 Million 4.25%
% of portfolio
1.84%
Previous 1.94%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$113.61 - $120.34 $401,611 - $425,401
-3,535 Reduced 3.43%
99,554 $11.8 Million
Q1 2024

May 03, 2024
BUY
$108.33 - $119.51 $251,217 - $277,143
2,319 Added 2.3%
103,089 $12.3 Million
Q4 2023

Feb 06, 2024
BUY
$97.07 - $109.74 $636,002 - $719,016
6,552 Added 6.95%
100,770 $11 Million
Q3 2023

Nov 08, 2023
BUY
$101.4 - $107.46 $293,451 - $310,989
2,894 Added 3.17%
94,218 $9.55 Million
Q2 2023

Aug 08, 2023
BUY
$98.78 - $104.28 $2.08 Million - $2.2 Million
21,062 Added 29.98%
91,324 $9.48 Million
Q1 2023

May 03, 2023
BUY
$97.0 - $105.37 $181,002 - $196,620
1,866 Added 2.73%
70,262 $7.1 Million
Q4 2022

Feb 03, 2023
BUY
$90.82 - $106.81 $1.72 Million - $2.02 Million
18,889 Added 38.15%
68,396 $7.03 Million
Q3 2022

Nov 08, 2022
BUY
$89.91 - $103.89 $2.38 Million - $2.75 Million
26,501 Added 115.19%
49,507 $4.45 Million
Q2 2022

Aug 04, 2022
BUY
$93.26 - $109.21 $1.83 Million - $2.14 Million
19,630 Added 581.46%
23,006 $2.21 Million
Q1 2022

May 13, 2022
BUY
$101.98 - $109.31 $344,284 - $369,030
3,376 New
3,376 $362,000

Others Institutions Holding MGV

# of Institutions
401
Shares Held
45.6M
Call Options Held
400
Put Options Held
600
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
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