Bernardo Wealth Planning LLC Vanguard Mega Cap Growth ETF Transaction History

Bernardo Wealth Planning LLC

  • $372 Million
  • Q2 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 122,907 shares of MGK stock, worth $39 Million. This represents 10.39% of its overall portfolio holdings.

Number of Shares
122,907
Previous 127,245 3.41%
Holding current value
$39 Million
Previous $36.5 Million 5.89%
% of portfolio
10.39%
Previous 10.14%

Shares

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

Jul 10, 2024
SELL
$267.84 - $317.0 $1.16 Million - $1.38 Million
-4,338 Reduced 3.41%
122,907 $38.6 Million
Q1 2024

May 07, 2024
BUY
$251.48 - $289.44 $660,637 - $760,358
2,627 Added 2.11%
127,245 $36.5 Million
Q4 2023

Jan 25, 2024
BUY
$218.97 - $260.54 $491,149 - $584,391
2,243 Added 1.83%
124,618 $32.3 Million
Q3 2023

Oct 30, 2023
BUY
$224.84 - $243.78 $528,149 - $572,639
2,349 Added 1.96%
122,375 $27.8 Million
Q2 2023

Jul 21, 2023
SELL
$199.81 - $235.32 $1.06 Million - $1.25 Million
-5,314 Reduced 4.24%
120,026 $28.2 Million
Q1 2023

May 05, 2023
BUY
$168.7 - $204.51 $305,009 - $369,754
1,808 Added 1.46%
125,340 $25.6 Million
Q4 2022

Jan 30, 2023
BUY
$167.59 - $189.31 $467,911 - $528,553
2,792 Added 2.31%
123,532 $21.3 Million
Q3 2022

Oct 24, 2022
BUY
$174.29 - $217.45 $348 - $434
2 Added 0.0%
120,740 $21.7 Million
Q2 2022

Jul 29, 2022
BUY
$175.67 - $240.27 $482,916 - $660,502
2,749 Added 2.33%
120,738 $21.9 Million
Q1 2022

May 06, 2022
BUY
$207.26 - $263.47 $914,638 - $1.16 Million
4,413 Added 3.89%
117,989 $27.8 Million
Q4 2021

Jan 27, 2022
BUY
$232.18 - $264.33 $521,011 - $593,156
2,244 Added 2.02%
113,576 $29.6 Million
Q3 2021

Oct 15, 2021
BUY
$232.11 - $250.4 $830,489 - $895,931
3,578 Added 3.32%
111,332 $26.1 Million
Q2 2021

Jul 30, 2021
BUY
$208.42 - $231.69 $983,117 - $1.09 Million
4,717 Added 4.58%
107,754 $24.9 Million
Q1 2021

Apr 23, 2021
BUY
$195.08 - $215.19 $962,329 - $1.06 Million
4,933 Added 5.03%
103,037 $21.3 Million
Q4 2020

Feb 01, 2021
SELL
$179.05 - $203.91 $1.48 Million - $1.68 Million
-8,246 Reduced 7.75%
98,104 $20 Million
Q3 2020

Oct 23, 2020
BUY
$165.52 - $200.94 $519,898 - $631,152
3,141 Added 3.04%
106,350 $19.7 Million
Q2 2020

Aug 03, 2020
BUY
$121.38 - $165.27 $6.99 Million - $9.52 Million
57,613 Added 126.36%
103,209 $16.9 Million
Q1 2020

May 01, 2020
BUY
$111.48 - $162.1 $220,061 - $319,985
1,974 Added 4.53%
45,596 $5.79 Million
Q4 2019

Feb 10, 2020
SELL
$128.65 - $146.41 $59,822 - $68,080
-465 Reduced 1.05%
43,622 $6.35 Million
Q3 2019

Nov 04, 2019
SELL
$131.73 - $134.87 $67,182 - $68,783
-510 Reduced 1.14%
44,087 $5.85 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-5,702 Reduced 11.34%
44,597 $5.78 Million
Q1 2019

May 08, 2019
SELL
N/A
-79,604 Reduced 61.28%
50,299 $6.26 Million
Q4 2018

Feb 14, 2019
BUY
N/A
129,903 New
129,903 $13.9 Million

Others Institutions Holding MGK

# of Institutions
773
Shares Held
34.9M
Call Options Held
77.5K
Put Options Held
127K
View Full List

About VANGUARD MEGA CAP GROWTH ETF

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