Destiny Wealth Partners, LLC Vanguard Mega Cap Value Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	SELL	$90.82 - $106.81 $9.54 Million - $11.2 Million	-105,029 Reduced 96.6%	3,695 $0
Q3 2022 Oct 25, 2022	BUY	$89.91 - $103.89 $22,567 - $26,076	251 Added 0.23%	108,724 $9.78 Million
Q2 2022 Jul 15, 2022	BUY	$93.26 - $109.21 $658,042 - $770,585	7,056 Added 6.96%	108,473 $10.4 Million
Q1 2022 Apr 21, 2022	BUY	$101.98 - $109.31 $1.44 Million - $1.54 Million	14,098 Added 16.15%	101,417 $10.9 Million
Q4 2021 Jan 20, 2022	BUY	$98.51 - $106.97 $183,721 - $199,499	1,865 Added 2.18%	87,319 $9.33 Million
Q3 2021 Oct 28, 2021	SELL	$97.85 - $103.45 $877,127 - $927,325	-8,964 Reduced 9.49%	85,454 $8.36 Million
Q2 2021 Jul 27, 2021	SELL	$95.62 - $101.99 $721,548 - $769,616	-7,546 Reduced 7.4%	94,418 $9.41 Million
Q1 2021 Apr 22, 2021	SELL	$85.78 - $95.86 $496,666 - $555,029	-5,790 Reduced 5.37%	101,964 $9.71 Million
Q4 2020 Feb 05, 2021	BUY	$74.22 - $86.87 $8 Million - $9.36 Million	107,754 New	107,754 $9.36 Million

Others Institutions Holding MGV

# of Institutions

440

Shares Held

48.1M

Call Options Held

10.6K

Put Options Held

300

About VANGUARD MEGA CAP VALUE

Ticker MGV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.