Liberty Wealth Management LLC Vanguard Mega Cap ETF Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$177.06 - $198.62 $27.6 Million - $30.9 Million	155,817 New	155,817 $156,000

Others Institutions Holding MGC

# of Institutions

455

Shares Held

15.3M

Call Options Held

14.2K

Put Options Held

1.3K

Bank Of America Corp Charlotte, NC

1.61M
Shares

$349 Million
0.03% of portfolio
Morgan Stanley New York, NY

631K
Shares

$136 Million
0.01% of portfolio
New York Life Investment Management LLC New York, NY

520K
Shares

$112 Million
1.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

509K
Shares

$110 Million
0.03% of portfolio
Wooster Corthell Wealth Management, Inc.

487K
Shares

$105 Million
21.47% of portfolio

About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

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