Institute For Wealth Management, Llc. Vanguard Mega Cap Growth 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 Growth ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,987 shares of MGK stock, worth $940,397. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,987
Previous 2,374 25.82%
Holding current value
$940,397
Previous $764,000 34.16%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Jan 23, 2025
BUY
$316.94 - $357.88 $194,284 - $219,380
613 Added 25.82%
2,987 $1.03 Million
Q3 2024

Nov 12, 2024
BUY
$285.48 - $330.24 $165,863 - $191,869
581 Added 32.4%
2,374 $764,000
Q2 2024

Jul 25, 2024
SELL
$267.84 - $317.0 $47,675 - $56,426
-178 Reduced 9.03%
1,793 $563,000
Q1 2024

Apr 30, 2024
BUY
$251.48 - $289.44 $20,118 - $23,155
80 Added 4.23%
1,971 $564,000
Q4 2023

Jan 31, 2024
BUY
$218.97 - $260.54 $3,065 - $3,647
14 Added 0.75%
1,891 $490,000
Q3 2023

Oct 13, 2023
BUY
$224.84 - $243.78 $25,631 - $27,790
114 Added 6.47%
1,877 $425,000
Q2 2023

Jul 25, 2023
BUY
$199.81 - $235.32 $133,073 - $156,723
666 Added 60.71%
1,763 $414,000
Q1 2023

Apr 20, 2023
BUY
$168.7 - $204.51 $185,063 - $224,347
1,097 New
1,097 $224,000
Q2 2022

Jul 25, 2022
SELL
$175.67 - $240.27 $231,357 - $316,435
-1,317 Reduced 53.76%
1,133 $206,000
Q1 2022

Apr 29, 2022
BUY
$207.26 - $263.47 $9,533 - $12,119
46 Added 1.91%
2,450 $577,000
Q4 2021

Jan 21, 2022
BUY
$232.18 - $264.33 $118,411 - $134,808
510 Added 26.93%
2,404 $627,000
Q3 2021

Nov 15, 2021
SELL
$232.11 - $250.4 $232,342 - $250,650
-1,001 Reduced 34.58%
1,894 $445,000
Q2 2021

Jul 21, 2021
BUY
$208.42 - $231.69 $416 - $463
2 Added 0.07%
2,895 $670,000
Q1 2021

May 04, 2021
BUY
$195.08 - $215.19 $390 - $430
2 Added 0.07%
2,893 $599,000
Q4 2020

Feb 01, 2021
SELL
$179.05 - $203.91 $8,236 - $9,379
-46 Reduced 1.57%
2,891 $589,000
Q3 2020

Nov 03, 2020
BUY
$165.52 - $200.94 $12,082 - $14,668
73 Added 2.55%
2,937 $544,000
Q2 2020

Jul 30, 2020
BUY
$121.38 - $165.27 $95,040 - $129,406
783 Added 37.63%
2,864 $468,000
Q1 2020

Apr 29, 2020
BUY
$111.48 - $162.1 $334 - $486
3 Added 0.14%
2,081 $264,000
Q4 2019

Feb 27, 2020
BUY
$128.65 - $146.41 $228,353 - $259,877
1,775 Added 585.81%
2,078 $303,000
Q4 2019

Jan 27, 2020
SELL
$128.65 - $146.41 $227,710 - $259,145
-1,770 Reduced 85.38%
303 $303,000
Q3 2019

Oct 28, 2019
SELL
$131.73 - $134.87 $52,165 - $53,408
-396 Reduced 16.04%
2,073 $275,000
Q1 2019

May 15, 2019
BUY
N/A
2,469 New
2,469 $307,000

Others Institutions Holding MGK

# of Institutions
897
Shares Held
39.4M
Call Options Held
44.7K
Put Options Held
143K
View Full List

About VANGUARD MEGA CAP GROWTH ETF

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