Institute For Wealth Management, Llc. Vanguard Mega Cap ETF Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,195 shares of MGC stock, worth $260,952. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,195
Previous 1,153 3.64%
Holding current value
$260,952
Previous $238,000 6.72%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$204.21 - $220.18 $8,576 - $9,247
42 Added 3.64%
1,195 $254,000
Q3 2024

Nov 12, 2024
BUY
$185.93 - $206.64 $13,386 - $14,878
72 Added 6.66%
1,153 $238,000
Q2 2024

Jul 25, 2024
SELL
$177.06 - $198.62 $140,585 - $157,704
-794 Reduced 42.35%
1,081 $213,000
Q1 2024

Apr 30, 2024
SELL
$166.37 - $187.03 $27,950 - $31,421
-168 Reduced 8.22%
1,875 $350,000
Q4 2023

Jan 31, 2024
BUY
$146.46 - $169.92 $12,302 - $14,273
84 Added 4.29%
2,043 $345,000
Q3 2023

Oct 13, 2023
SELL
$151.3 - $161.8 $756 - $809
-5 Reduced 0.25%
1,959 $297,000
Q2 2023

Jul 25, 2023
BUY
$141.8 - $156.5 $43,532 - $48,045
307 Added 18.53%
1,964 $307,000
Q1 2023

Apr 20, 2023
BUY
$131.13 - $144.18 $217,282 - $238,906
1,657 New
1,657 $237,000
Q1 2022

Apr 29, 2022
SELL
$146.0 - $169.35 $197,100 - $228,622
-1,350 Closed
0 $0
Q4 2021

Jan 21, 2022
SELL
$152.0 - $169.23 $15,200 - $16,923
-100 Reduced 6.9%
1,350 $227,000
Q3 2021

Nov 15, 2021
BUY
$151.62 - $161.28 $219,849 - $233,856
1,450 New
1,450 $221,000

Others Institutions Holding MGC

# of Institutions
465
Shares Held
15.4M
Call Options Held
14.2K
Put Options Held
1.3K
View Full List

About VANGUARD MEGA CAP ETF

MGC Quotes by TradingView
  • Ticker MGC
  • Sector ETFs
  • Industry ETFs
More about MGC
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