Bsw Wealth Partners Vanguard Mega Cap Value Transaction History

Bsw Wealth Partners

  • $719 Million
  • Q2 2025

A detailed history of Bsw Wealth Partners transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Bsw Wealth Partners holds 47,224 shares of MGV stock, worth $6.24 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
47,224
Previous 64,152 26.39%
Holding current value
$6.24 Million
Previous $8.27 Million 25.05%
% of portfolio
0.86%
Previous 1.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$114.87 - $131.25 $1.94 Million - $2.22 Million
-16,928 Reduced 26.39%
47,224 $6.2 Million
Q1 2025

Apr 24, 2025
SELL
$123.61 - $133.01 $656,739 - $706,682
-5,313 Reduced 7.65%
64,152 $8.27 Million
Q4 2024

Jan 22, 2025
SELL
$124.06 - $133.48 $989,378 - $1.06 Million
-7,975 Reduced 10.3%
69,465 $8.68 Million
Q3 2024

Oct 29, 2024
SELL
$118.0 - $128.28 $511,176 - $555,708
-4,332 Reduced 5.3%
77,440 $9.93 Million
Q2 2024

Jul 16, 2024
SELL
$113.61 - $120.34 $7.9 Million - $8.37 Million
-69,557 Reduced 45.96%
81,772 $9.69 Million
Q1 2024

Apr 23, 2024
SELL
$108.33 - $119.51 $15.3 Million - $16.9 Million
-141,647 Reduced 48.35%
151,329 $18.1 Million
Q4 2023

Jan 25, 2024
SELL
$97.07 - $109.74 $716,667 - $810,210
-7,383 Reduced 2.46%
292,976 $32 Million
Q3 2023

Oct 27, 2023
SELL
$101.4 - $107.46 $115,393 - $122,289
-1,138 Reduced 0.38%
300,359 $30.5 Million
Q2 2023

Aug 11, 2023
BUY
$98.78 - $104.28 $1.52 Million - $1.61 Million
15,419 Added 5.39%
301,497 $31.3 Million
Q1 2023

May 15, 2023
BUY
$97.0 - $105.37 $736,133 - $799,652
7,589 Added 2.73%
286,078 $28.9 Million
Q4 2022

Feb 13, 2023
BUY
$90.82 - $106.81 $25.3 Million - $29.7 Million
278,489 New
278,489 $28.6 Million

Others Institutions Holding MGV

# of Institutions
521
Shares Held
50M
Call Options Held
37.3K
Put Options Held
2.7K
View Full List

About VANGUARD MEGA CAP VALUE

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

Track Bsw Wealth Partners Portfolio

Follow Bsw Wealth Partners 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 Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email