Modern Wealth Management, LLC Vanguard Mega Cap ETF Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,039 shares of MGC stock, worth $222,107. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,039
Previous 1,034 0.48%
Holding current value
$222,107
Previous $227 Million 7.74%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2025
BUY
$199.2 - $222.69 $996 - $1,113
5 Added 0.48%
1,039 $209 Million
Q4 2024

May 30, 2025
SELL
$204.21 - $220.18 $1,021 - $1,100
-5 Reduced 0.48%
1,034 $219,000
Q4 2024

May 29, 2025
SELL
$204.21 - $220.18 $1,021 - $1,100
-5 Reduced 0.48%
1,034 $219,000
Q4 2024

Feb 11, 2025
SELL
$204.21 - $220.18 $87,606 - $94,457
-429 Reduced 29.32%
1,034 $227 Million
Q3 2024

May 30, 2025
BUY
$185.93 - $206.64 $78,834 - $87,615
424 Added 40.81%
1,463 $302,000
Q3 2024

May 29, 2025
BUY
$185.93 - $206.64 $78,834 - $87,615
424 Added 40.81%
1,463 $302,000
Q3 2024

Nov 05, 2024
SELL
$185.93 - $206.64 $4,648 - $5,166
-25 Reduced 1.68%
1,463 $302 Million
Q2 2024

May 29, 2025
BUY
$177.06 - $198.62 $79,499 - $89,180
449 Added 43.21%
1,488 $293,000
Q2 2024

Aug 07, 2024
BUY
$177.06 - $198.62 $5,311 - $5,958
30 Added 2.06%
1,488 $294 Million
Q1 2024

May 28, 2025
BUY
$166.37 - $187.03 $51,241 - $57,605
308 Added 29.64%
1,347 $252 Million
Q1 2024

May 13, 2024
BUY
$166.37 - $187.03 $242,567 - $272,689
1,458 New
1,458 $272 Million

Others Institutions Holding MGC

# of Institutions
492
Shares Held
15.8M
Call Options Held
13.2K
Put Options Held
100
View Full List

About VANGUARD MEGA CAP ETF

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