Accurate Wealth Management, LLC Vanguard Mega Cap ETF Transaction History

Accurate Wealth Management, LLC

  • $426 Million
  • Q2 2024

A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,799 shares of MGC stock, worth $351,092. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,799
Previous 1,793 0.33%
Holding current value
$351,092
Previous $335,000 5.67%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Jul 17, 2024
BUY
$177.06 - $198.62 $1,062 - $1,191
6 Added 0.33%
1,799 $354,000
Q1 2024

Apr 22, 2024
SELL
$166.37 - $187.03 $2,661 - $2,992
-16 Reduced 0.88%
1,793 $335,000
Q4 2023

Jan 12, 2024
SELL
$146.46 - $169.92 $39,983 - $46,388
-273 Reduced 13.11%
1,809 $306,000
Q3 2023

Oct 23, 2023
SELL
$151.3 - $161.8 $325,597 - $348,193
-2,152 Reduced 50.83%
2,082 $316,000
Q2 2023

Jul 24, 2023
SELL
$141.8 - $156.5 $1.72 Million - $1.9 Million
-12,151 Reduced 74.16%
4,234 $662,000
Q1 2023

Apr 13, 2023
BUY
$131.13 - $144.18 $1.61 Million - $1.77 Million
12,244 Added 295.68%
16,385 $2.35 Million
Q4 2022

Jan 11, 2023
SELL
$128.43 - $141.49 $850,591 - $937,088
-6,623 Reduced 61.53%
4,141 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-1,323 Reduced 10.95%
10,764 $1.66 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-2,131 Reduced 14.99%
12,087 $1.64 Million
Q1 2022

May 10, 2022
BUY
N/A
7,477 Added 110.92%
14,218 $2.26 Million
Q3 2021

Oct 22, 2021
BUY
N/A
1,039 Added 18.22%
6,741 $1.05 Million
Q2 2021

Aug 25, 2021
BUY
N/A
5,702 New
5,702 $869,000

Others Institutions Holding MGC

# of Institutions
417
Shares Held
14.5M
Call Options Held
21.1K
Put Options Held
100
View Full List

About VANGUARD MEGA CAP ETF

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

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, 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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email