Ever Source Wealth Advisors, LLC Vanguard Mega Cap Value Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 39,337 shares of MGV stock, worth $5.14 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
39,337
Previous 39,295 0.11%
Holding current value
$5.14 Million
Previous $4.66 Million 8.38%
% of portfolio
0.34%
Previous 0.31%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$118.0 - $128.28 $4,956 - $5,387
42 Added 0.11%
39,337 $5.05 Million
Q2 2024

Aug 13, 2024
SELL
$113.61 - $120.34 $32,265 - $34,176
-284 Reduced 0.72%
39,295 $4.66 Million
Q1 2024

Jun 11, 2024
SELL
$108.33 - $119.51 $149,387 - $164,804
-1,379 Reduced 3.37%
39,579 $4.73 Million
Q4 2023

Feb 09, 2024
BUY
$97.07 - $109.74 $122,308 - $138,272
1,260 Added 3.17%
40,958 $4.48 Million
Q3 2023

Nov 03, 2023
SELL
$101.4 - $107.46 $76,151 - $80,702
-751 Reduced 1.86%
39,698 $4.03 Million
Q2 2023

Aug 04, 2023
BUY
$98.78 - $104.28 $39,512 - $41,712
400 Added 1.0%
40,449 $4.2 Million
Q1 2023

May 11, 2023
SELL
$97.0 - $105.37 $11,543 - $12,539
-119 Reduced 0.3%
40,049 $4.05 Million
Q4 2022

Feb 09, 2023
BUY
$90.82 - $106.81 $18,799 - $22,109
207 Added 0.52%
40,168 $4.13 Million
Q3 2022

Nov 07, 2022
SELL
$89.91 - $103.89 $373,755 - $431,870
-4,157 Reduced 9.42%
39,961 $3.59 Million
Q2 2022

Aug 01, 2022
SELL
$93.26 - $109.21 $979,416 - $1.15 Million
-10,502 Reduced 19.23%
44,118 $4.24 Million
Q1 2022

May 25, 2022
SELL
$101.98 - $109.31 $431,579 - $462,599
-4,232 Reduced 7.19%
54,620 $5.86 Million
Q4 2021

Feb 07, 2022
BUY
$98.51 - $106.97 $5.8 Million - $6.3 Million
58,852 New
58,852 $6.29 Million

Others Institutions Holding MGV

# of Institutions
456
Shares Held
47.9M
Call Options Held
10.6K
Put Options Held
300
View Full List

About VANGUARD MEGA CAP VALUE

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