Forvis Wealth Advisors, LLC Vanguard Mega Cap ETF Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 200,732 shares of MGC stock, worth $42.9 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

200,732

Previous 230,187 12.8%

Holding current value

$42.9 Million

Previous $49 Million 17.42%

% of portfolio

1.01%

Previous 1.16%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$199.2 - $222.69 $5.87 Million - $6.56 Million	-29,455 Reduced 12.8%	200,732 $40.4 Million
Q4 2024 Feb 03, 2025	SELL	$204.21 - $220.18 $11.6 Million - $12.5 Million	-56,614 Reduced 19.74%	230,187 $49 Million
Q3 2024 Nov 14, 2024	SELL	$185.93 - $206.64 $851,745 - $946,617	-4,581 Reduced 1.57%	286,801 $59.3 Million
Q2 2024 Aug 09, 2024	SELL	$177.06 - $198.62 $3.4 Million - $3.81 Million	-19,197 Reduced 6.18%	291,382 $57.5 Million
Q1 2024 Apr 19, 2024	SELL	$166.37 - $187.03 $495,948 - $557,536	-2,981 Reduced 0.95%	310,579 $58 Million
Q4 2023 Jan 11, 2024	BUY	$146.46 - $169.92 $293,652 - $340,689	2,005 Added 0.64%	313,560 $53.1 Million
Q3 2023 Oct 25, 2023	SELL	$151.3 - $161.8 $393,682 - $421,003	-2,602 Reduced 0.83%	311,555 $47.3 Million
Q2 2023 Aug 08, 2023	SELL	$141.8 - $156.5 $247,724 - $273,405	-1,747 Reduced 0.55%	314,157 $49.2 Million
Q1 2023 Apr 26, 2023	BUY	$131.13 - $144.18 $14.5 Million - $15.9 Million	110,273 Added 53.63%	315,904 $45.2 Million
Q4 2022 Feb 02, 2023	BUY	$124.31 - $141.49 $270,747 - $308,165	2,178 Added 1.07%	205,631 $27.2 Million
Q3 2022 Oct 13, 2022	SELL	$124.82 - $150.2 $2.03 Million - $2.45 Million	-16,297 Reduced 7.42%	203,453 $25.4 Million
Q2 2022 Jul 22, 2022	BUY	$128.05 - $161.07 $2.74 Million - $3.45 Million	21,390 Added 10.78%	219,750 $29 Million
Q1 2022 May 10, 2022	SELL	$146.0 - $169.35 $611,010 - $708,729	-4,185 Reduced 2.07%	198,360 $31.5 Million
Q4 2021 Jan 14, 2022	BUY	$152.0 - $169.23 $1.78 Million - $1.98 Million	11,724 Added 6.14%	202,545 $34 Million
Q3 2021 Oct 14, 2021	BUY	$151.62 - $161.28 $4.55 Million - $4.84 Million	30,034 Added 18.68%	190,821 $29.1 Million
Q2 2021 Jul 14, 2021	BUY	$141.79 - $152.34 $1.68 Million - $1.8 Million	11,848 Added 7.95%	160,787 $24.5 Million
Q1 2021 Apr 23, 2021	BUY	$131.66 - $140.5 $2.58 Million - $2.75 Million	19,559 Added 15.12%	148,939 $20.9 Million
Q4 2020 Jan 22, 2021	BUY	$116.22 - $133.45 $945,217 - $1.09 Million	8,133 Added 6.71%	129,380 $17.3 Million
Q3 2020 Nov 05, 2020	BUY	$110.14 - $128.14 $4.42 Million - $5.15 Million	40,157 Added 49.52%	121,247 $14.5 Million
Q2 2020 Jul 15, 2020	BUY	$87.02 - $113.73 $7.06 Million - $9.22 Million	81,090 New	81,090 $8.88 Million

Others Institutions Holding MGC

# of Institutions

492

Shares Held

15.8M

Call Options Held

13.2K

Put Options Held

100

View Full List

About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Vanguard Mega Cap ETF Transaction History