Lws Wealth Advisors, Inc. Vanguard Mega Cap Growth ETF Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 1,726 shares of MGK stock, worth $598,766. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,726

Previous 1,722 0.23%

Holding current value

$598,766

Previous $390,000 14.62%

% of portfolio

0.18%

Previous 0.18%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$218.97 - $260.54 $875 - $1,042	4 Added 0.23%	1,726 $447,000
Q3 2023 Nov 13, 2023	BUY	$224.84 - $243.78 $224 - $243	1 Added 0.06%	1,722 $390,000
Q2 2023 Jul 28, 2023	SELL	$199.81 - $235.32 $61,141 - $72,007	-306 Reduced 15.1%	1,721 $404,000
Q1 2023 Apr 28, 2023	SELL	$168.7 - $204.51 $11,134 - $13,497	-66 Reduced 3.15%	2,027 $414,000
Q4 2022 Feb 14, 2023	SELL	$167.59 - $189.31 $5,195 - $5,868	-31 Reduced 1.46%	2,093 $360,000
Q2 2022 Aug 05, 2022	BUY	$175.67 - $240.27 $175 - $240	1 Added 0.05%	2,124 $386,000
Q1 2022 May 10, 2022	BUY	$207.26 - $263.47 $207 - $263	1 Added 0.05%	2,123 $500,000
Q4 2021 Feb 02, 2022	BUY	$232.18 - $264.33 $232 - $264	1 Added 0.05%	2,122 $553,000
Q3 2021 Nov 09, 2021	SELL	$232.11 - $250.4 $34,816 - $37,560	-150 Reduced 6.61%	2,121 $498,000
Q2 2021 Jul 23, 2021	SELL	$208.42 - $231.69 $37,515 - $41,704	-180 Reduced 7.34%	2,271 $525,000
Q1 2021 Apr 29, 2021	BUY	$195.08 - $215.19 $12,485 - $13,772	64 Added 2.68%	2,451 $507,000
Q4 2020 Jan 20, 2021	SELL	$179.05 - $203.91 $9,489 - $10,807	-53 Reduced 2.17%	2,387 $486,000
Q3 2020 Nov 10, 2020	SELL	$165.52 - $200.94 $37,407 - $45,412	-226 Reduced 8.48%	2,440 $452,000
Q2 2020 Aug 05, 2020	SELL	$121.38 - $165.27 $36,778 - $50,076	-303 Reduced 10.21%	2,666 $436,000
Q1 2020 May 04, 2020	SELL	$111.48 - $162.1 $25,417 - $36,958	-228 Reduced 7.13%	2,969 $377,000
Q4 2019 Feb 06, 2020	BUY	$128.65 - $146.41 $411,294 - $468,072	3,197 New	3,197 $466,000

Others Institutions Holding MGK

# of Institutions

805

Shares Held

38.9M

Call Options Held

91.9K

Put Options Held

72.8K

View Full List

About VANGUARD MEGA CAP GROWTH ETF

Ticker MGK
Sector ETFs
Industry ETFs

More about MGK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lws Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lws Wealth Advisors, Inc. with notifications on news.

Account

Lws Wealth Advisors, Inc. Vanguard Mega Cap Growth ETF Transaction History