Liberty Wealth Management LLC Vanguard Mega Cap Growth ETF Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,858 shares of MGK stock, worth $1.3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,858
Previous 3,920 1.58%
Holding current value
$1.3 Million
Previous $1.23 Million 0.81%
% of portfolio
0.22%
Previous 0.23%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$285.48 - $330.24 $17,699 - $20,474
-62 Reduced 1.58%
3,858 $1.24 Million
Q2 2024

Aug 06, 2024
BUY
$267.84 - $317.0 $21,962 - $25,994
82 Added 2.14%
3,920 $1.23 Million
Q1 2024

May 02, 2024
SELL
$251.48 - $289.44 $801,969 - $923,024
-3,189 Reduced 45.38%
3,838 $1.1 Million
Q4 2023

Feb 08, 2024
BUY
$218.97 - $260.54 $819,166 - $974,680
3,741 Added 113.85%
7,027 $1.82 Million
Q3 2023

Nov 13, 2023
BUY
$224.84 - $243.78 $61,156 - $66,308
272 Added 9.02%
3,286 $746,000
Q2 2023

Aug 10, 2023
SELL
$199.81 - $235.32 $17,783 - $20,943
-89 Reduced 2.87%
3,014 $709,000
Q1 2023

May 03, 2023
BUY
$168.7 - $204.51 $75,408 - $91,415
447 Added 16.83%
3,103 $634,000
Q3 2022

Nov 15, 2022
BUY
$174.29 - $217.45 $89,585 - $111,769
514 Added 24.0%
2,656 $462,000
Q2 2022

Aug 15, 2022
BUY
$175.67 - $240.27 $222,925 - $304,902
1,269 Added 145.36%
2,142 $282,000
Q1 2022

May 09, 2022
SELL
$207.26 - $263.47 $84,562 - $107,495
-408 Reduced 31.85%
873 $205,000
Q4 2021

Feb 15, 2022
SELL
$232.18 - $264.33 $64,313 - $73,219
-277 Reduced 17.78%
1,281 $334,000
Q3 2021

Nov 15, 2021
BUY
$232.11 - $250.4 $107,234 - $115,684
462 Added 42.15%
1,558 $365,000
Q2 2021

Aug 13, 2021
SELL
$208.42 - $231.69 $31.6 Million - $35.2 Million
-151,835 Reduced 99.28%
1,096 $153,000
Q2 2021

Aug 13, 2021
BUY
$208.42 - $231.69 $31.7 Million - $35.3 Million
152,280 Added 23391.71%
152,931 $1.1 Million
Q4 2020

Feb 09, 2021
SELL
$179.05 - $203.91 $31,691 - $36,092
-177 Reduced 21.38%
651 $134,000
Q3 2020

Nov 05, 2020
BUY
$165.52 - $200.94 $331 - $401
2 Added 0.24%
828 $153,000
Q2 2020

Aug 04, 2020
BUY
$121.38 - $165.27 $121 - $165
1 Added 0.12%
826 $135,000
Q1 2020

Apr 27, 2020
BUY
$111.48 - $162.1 $222 - $324
2 Added 0.24%
825 $105,000
Q4 2019

Feb 05, 2020
BUY
$128.65 - $146.41 $643 - $732
5 Added 0.61%
823 $120,000
Q3 2019

Oct 30, 2019
BUY
$131.73 - $134.87 $395 - $404
3 Added 0.37%
818 $109,000
Q4 2018

Mar 26, 2019
BUY
N/A
815 New
815 $87,000

Others Institutions Holding MGK

# of Institutions
798
Shares Held
39.6M
Call Options Held
91.9K
Put Options Held
72.8K
View Full List

About VANGUARD MEGA CAP GROWTH ETF

MGK Quotes by TradingView
  • Ticker MGK
  • Sector ETFs
  • Industry ETFs
More about MGK
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email