Ep Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,966 shares of MGK stock, worth $623,477. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,966
Previous 1,547 27.08%
Holding current value
$623,477
Previous $443,000 39.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 19, 2024
BUY
$267.84 - $317.0 $112,224 - $132,823
419 Added 27.08%
1,966 $617,000
Q1 2024

May 14, 2024
SELL
$251.48 - $289.44 $251 - $289
-1 Reduced 0.06%
1,547 $443,000
Q4 2023

Feb 28, 2024
SELL
$218.97 - $260.54 $64,815 - $77,119
-296 Reduced 16.05%
1,548 $401,000
Q3 2023

Nov 22, 2023
SELL
$224.84 - $243.78 $86,788 - $94,099
-386 Reduced 17.31%
1,844 $418,000
Q2 2023

Aug 14, 2023
BUY
$199.81 - $235.32 $106,498 - $125,425
533 Added 31.41%
2,230 $524,000
Q1 2023

Jun 05, 2023
BUY
$168.7 - $204.51 $286,283 - $347,053
1,697 New
1,697 $347,000
Q4 2022

Jun 12, 2023
SELL
$167.59 - $189.31 $58,153 - $65,690
-347 Reduced 20.45%
1,350 $232,000
Q2 2022

Aug 11, 2022
BUY
$175.67 - $240.27 $175 - $240
1 Added 0.05%
2,205 $401,000
Q1 2022

May 20, 2022
BUY
$207.26 - $263.47 $72,955 - $92,741
352 Added 19.01%
2,204 $519,000
Q3 2021

Nov 23, 2021
SELL
$232.11 - $250.4 $3.65 Million - $3.93 Million
-15,707 Reduced 89.45%
1,852 $435,000
Q3 2021

Nov 16, 2021
BUY
$232.11 - $250.4 $3.65 Million - $3.93 Million
15,707 Added 848.11%
17,559 $435,000
Q1 2021

May 17, 2021
BUY
$195.08 - $215.19 $12,680 - $13,987
65 Added 3.64%
1,852 $383,000
Q4 2020

Feb 18, 2021
BUY
$179.05 - $203.91 $319,962 - $364,387
1,787 New
1,787 $364,000

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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