Cassady Schiller Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,603 shares of MGK stock, worth $519,067. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,603
Previous 1,603 -0.0%
Holding current value
$519,067
Previous $516,000 6.59%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Aug 12, 2024
BUY
$267.84 - $317.0 $276,410 - $327,144
1,032 Added 180.74%
1,603 $503,000
Q4 2022

Feb 13, 2023
BUY
$167.59 - $189.31 $95,693 - $108,096
571 New
571 $98,000

Others Institutions Holding MGK

# of Institutions
896
Shares Held
39.4M
Call Options Held
44.7K
Put Options Held
143K
View Full List

About VANGUARD MEGA CAP GROWTH ETF

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

Track Cassady Schiller Wealth Management, LLC Portfolio

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

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email