Iams Wealth Management, LLC Vanguard Mega Cap Value Transaction History

Iams Wealth Management, LLC

  • $218 Billion
  • Q2 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 4,102 shares of MGV stock, worth $538,428. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,102
Holding current value
$538,428
% of portfolio
0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
541
Shares Held
51.1M
Call Options Held
37.3K
Put Options Held
2.7K
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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