Litman Gregory Wealth Management LLC Vanguard Mega Cap Growth ETF Transaction History

Litman Gregory Wealth Management LLC

$1.16 Billion
Q1 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 16,230 shares of MGK stock, worth $5.59 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

16,230

Previous 16,230 -0.0%

Holding current value

$5.59 Million

Previous $5.57 Million 10.05%

% of portfolio

0.43%

Previous 0.48%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$267.84 - $317.0 $267,840 - $317,000	-1,000 Reduced 5.8%	16,230 $5.1 Million
Q2 2023 Aug 09, 2023	BUY	$199.81 - $235.32 $3.44 Million - $4.05 Million	17,230 New	17,230 $4.05 Million
Q4 2022 Jan 17, 2023	SELL	$167.59 - $189.31 $45,919 - $51,870	-274 Reduced 1.32%	20,424 $0
Q3 2021 Nov 03, 2021	BUY	$232.11 - $250.4 $3.69 Million - $3.98 Million	15,909 Added 332.2%	20,698 $4.86 Million
Q2 2021 Jul 27, 2021	SELL	$208.42 - $231.69 $3.44 Million - $3.83 Million	-16,515 Reduced 77.52%	4,789 $4.79 Million
Q1 2021 May 10, 2021	SELL	$195.08 - $215.19 $65,937 - $72,734	-338 Reduced 1.56%	21,304 $4.41 Million
Q3 2020 Nov 03, 2020	SELL	$165.52 - $200.94 $97,822 - $118,755	-591 Reduced 2.66%	21,642 $4.01 Million
Q2 2020 Jul 31, 2020	SELL	$121.38 - $165.27 $44,546 - $60,654	-367 Reduced 1.62%	22,233 $3.64 Million
Q1 2020 Apr 28, 2020	SELL	$111.48 - $162.1 $77,701 - $112,983	-697 Reduced 2.99%	22,600 $2.87 Million
Q3 2019 Nov 06, 2019	SELL	$131.73 - $134.87 $179,811 - $184,097	-1,365 Reduced 5.53%	23,297 $3.09 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-133 Reduced 0.54%	24,662 $3.07 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-4,111 Reduced 14.22%	24,795 $2.65 Million
Q3 2018 Nov 15, 2018	SELL	N/A	-1,065 Reduced 3.55%	28,906 $3.71 Million
Q2 2018 Aug 09, 2018	SELL	N/A	-2,100 Reduced 6.55%	29,971 $3.57 Million
Q1 2018 May 07, 2018	BUY	N/A	6,065 Added 23.32%	32,071 $3.6 Million
Q4 2017 Jan 30, 2018	BUY	N/A	17,380 Added 201.48%	26,006 $2.9 Million
Q3 2017 Nov 09, 2017	BUY	N/A	8,626	8,626 $903,000

Others Institutions Holding MGK

# of Institutions

895

Shares Held

38.9M

Call Options Held

65.7K

Put Options Held

72.6K

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About VANGUARD MEGA CAP GROWTH ETF

Ticker MGK
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Litman Gregory Wealth Management LLC Vanguard Mega Cap Growth ETF Transaction History