Lwm Advisors Inc Vanguard Mega Cap Value Transaction History

Lwm Advisors Inc

  • $97.3 Billion
  • Q1 2025

A detailed history of Lwm Advisors Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Lwm Advisors Inc holds 3,306 shares of MGV stock, worth $409,018. This represents 0.42% of its overall portfolio holdings.

Number of Shares
3,306
Previous 3,431 3.64%
Holding current value
$409,018
Previous $429 Million 3.98%
% of portfolio
0.42%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$123.61 - $133.01 $15,451 - $16,626
-125 Reduced 3.64%
3,306 $411 Million
Q4 2024

May 13, 2025
BUY
$124.06 - $133.48 $425,649 - $457,969
3,431 New
3,431 $429 Million

Others Institutions Holding MGV

# of Institutions
521
Shares Held
49.3M
Call Options Held
37.3K
Put Options Held
2.7K
View Full List

About VANGUARD MEGA CAP VALUE

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