Iams Wealth Management, LLC Vanguard Mega Cap Value Transaction History

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Iams Wealth Management, LLC holds 3,444 shares of MGV stock, worth $475,616. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,444
Previous 4,102 16.04%
Holding current value
$475,616
Previous $538 Million 11.85%
% of portfolio
0.19%
Previous 0.25%

Shares

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

Oct 15, 2025
SELL
$129.46 - $137.85 $85,184 - $90,705
-658 Reduced 16.04%
3,444 $474 Million
Q2 2025

Jul 14, 2025
BUY
$114.87 - $131.25 $471,196 - $538,387
4,102 New
4,102 $538 Million
Q4 2022

Oct 27, 2023
BUY
$90.82 - $106.81 $639,554 - $752,156
7,042 New
7,042 $724 Million

Others Institutions Holding MGV

# of Institutions
548
Shares Held
54.1M
Call Options Held
2.3K
Put Options Held
200
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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