Modera Wealth Management, LLC Vanguard Mega Cap Value Transaction History

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Modera Wealth Management, LLC holds 74,951 shares of MGV stock, worth $10.4 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
74,951
Previous 75,450 0.66%
Holding current value
$10.4 Million
Previous $9.9 Million 4.28%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$129.46 - $137.85 $64,600 - $68,787
-499 Reduced 0.66%
74,951 $10.3 Million
Q2 2025

Aug 06, 2025
BUY
$114.87 - $131.25 $17,345 - $19,818
151 Added 0.2%
75,450 $9.9 Million
Q1 2025

May 08, 2025
BUY
$123.61 - $133.01 $481,213 - $517,807
3,893 Added 5.45%
75,299 $9.7 Million
Q4 2024

Feb 05, 2025
BUY
$124.06 - $133.48 $8.86 Million - $9.53 Million
71,406 New
71,406 $8.92 Million

Others Institutions Holding MGV

# of Institutions
560
Shares Held
55.4M
Call Options Held
13.5K
Put Options Held
2.4K
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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