Fingerlakes Wealth Management, Inc. Vanguard Mega Cap Value Transaction History

Fingerlakes Wealth Management, Inc.

  • $153 Million
  • Q3 2025

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 47,143 shares of MGV stock, worth $6.53 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares
47,143
Previous 40,883 15.31%
Holding current value
$6.53 Million
Previous $5.36 Million 21.07%
% of portfolio
4.25%
Previous 4.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$129.46 - $137.85 $810,419 - $862,941
6,260 Added 15.31%
47,143 $6.49 Million
Q2 2025

Jul 30, 2025
BUY
$114.87 - $131.25 $1.15 Million - $1.31 Million
10,016 Added 32.45%
40,883 $5.36 Million
Q1 2025

Apr 30, 2025
BUY
$123.61 - $133.01 $334,117 - $359,526
2,703 Added 9.6%
30,867 $3.98 Million
Q4 2024

Jan 31, 2025
BUY
$124.06 - $133.48 $118,973 - $128,007
959 Added 3.53%
28,164 $3.52 Million
Q3 2024

Oct 31, 2024
SELL
$118.0 - $128.28 $179,006 - $194,600
-1,517 Reduced 5.28%
27,205 $3.49 Million
Q2 2024

Aug 07, 2024
BUY
$113.61 - $120.34 $334,808 - $354,641
2,947 Added 11.43%
28,722 $3.4 Million
Q1 2024

Apr 24, 2024
BUY
$108.33 - $119.51 $70,847 - $78,159
654 Added 2.6%
25,775 $3.08 Million
Q4 2023

Jan 26, 2024
SELL
$97.07 - $109.74 $32,906 - $37,201
-339 Reduced 1.33%
25,121 $2.75 Million
Q3 2023

Nov 07, 2023
SELL
$101.4 - $107.46 $66,315 - $70,278
-654 Reduced 2.5%
25,460 $2.58 Million
Q2 2023

Aug 10, 2023
SELL
$98.78 - $104.28 $13,236 - $13,973
-134 Reduced 0.51%
26,114 $2.71 Million
Q1 2023

May 02, 2023
BUY
$97.0 - $105.37 $95,060 - $103,262
980 Added 3.88%
26,248 $2.65 Million
Q4 2022

Feb 10, 2023
BUY
$90.82 - $106.81 $67,115 - $78,932
739 Added 3.01%
25,268 $2.6 Million
Q3 2022

Oct 28, 2022
BUY
$89.91 - $103.89 $113,736 - $131,420
1,265 Added 5.44%
24,529 $2.21 Million
Q2 2022

Aug 05, 2022
BUY
$93.26 - $109.21 $525,426 - $615,289
5,634 Added 31.96%
23,264 $2.24 Million
Q1 2022

May 06, 2022
BUY
$101.98 - $109.31 $135,327 - $145,054
1,327 Added 8.14%
17,630 $1.89 Million
Q4 2021

Feb 17, 2022
BUY
$98.51 - $106.97 $1.61 Million - $1.74 Million
16,303 New
16,303 $1.74 Million

Others Institutions Holding MGV

# of Institutions
560
Shares Held
55.4M
Call Options Held
13.5K
Put Options Held
2.4K
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 Fingerlakes Wealth Management, Inc. Portfolio

Follow Fingerlakes Wealth Management, Inc. 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 Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email