A detailed history of Hb Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 65,478 shares of MGK stock, worth $21.4 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
65,478
Previous 54,740 19.62%
Holding current value
$21.4 Million
Previous $14.2 Million 32.11%
% of portfolio
0.23%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$251.48 - $289.44 $2.7 Million - $3.11 Million
10,738 Added 19.62%
65,478 $18.8 Million
Q4 2023

Jan 16, 2024

BUY
$218.97 - $260.54 $17,955 - $21,364
82 Added 0.15%
54,740 $14.2 Million
Q3 2023

Oct 13, 2023

BUY
$224.84 - $243.78 $6,520 - $7,069
29 Added 0.05%
54,658 $12.4 Million
Q2 2023

Jul 13, 2023

BUY
$199.81 - $235.32 $11,788 - $13,883
59 Added 0.11%
54,629 $12.9 Million
Q1 2023

Apr 13, 2023

BUY
$168.7 - $204.51 $35,595 - $43,151
211 Added 0.39%
54,570 $11.2 Million
Q4 2022

Jan 20, 2023

BUY
$167.59 - $189.31 $5,362 - $6,057
32 Added 0.06%
54,359 $0
Q3 2022

Oct 19, 2022

SELL
N/A
-2,211 Reduced 3.91%
54,327 $9.47 Million
Q2 2022

Jul 15, 2022

SELL
N/A
-348 Reduced 0.61%
56,538 $10.3 Million
Q1 2022

May 16, 2022

BUY
N/A
3,351 Added 6.26%
56,886 $13.4 Million
Q4 2021

Feb 15, 2022

BUY
N/A
53,535 New
53,535 $14 Million

Others Institutions Holding MGK

About VANGUARD MEGA CAP GROWTH ETF


  • Ticker MGK
  • Sector ETFs
  • Industry ETFs
More about MGK
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.