A detailed history of Adviser Investments LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Adviser Investments LLC holds 7,077 shares of MGV stock, worth $917,108. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,077
Previous 6,974 1.48%
Holding current value
$917,108
Previous $826,000 9.81%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$118.0 - $128.28 $12,154 - $13,212
103 Added 1.48%
7,077 $907,000
Q2 2024

Aug 12, 2024

BUY
$113.61 - $120.34 $908 - $962
8 Added 0.11%
6,974 $826,000
Q1 2024

Apr 29, 2024

BUY
$108.33 - $119.51 $475,027 - $524,051
4,385 Added 169.9%
6,966 $832,000
Q4 2023

Feb 01, 2024

BUY
$97.07 - $109.74 $250,537 - $283,238
2,581 New
2,581 $282,000

Others Institutions Holding MGV

About VANGUARD MEGA CAP VALUE


  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments 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 Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.