Modern Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,802 shares of MGK stock, worth $605,273. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,802
Previous 1,809 0.39%
Holding current value
$605,273
Previous $568 Million 2.05%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$285.48 - $330.24 $1,998 - $2,311
-7 Reduced 0.39%
1,802 $580 Million
Q2 2024

Aug 07, 2024
SELL
$267.84 - $317.0 $98,297 - $116,339
-367 Reduced 16.87%
1,809 $568 Million
Q1 2024

May 13, 2024
BUY
$251.48 - $289.44 $184,837 - $212,738
735 Added 51.01%
2,176 $622 Million
Q4 2023

Feb 14, 2024
BUY
$218.97 - $260.54 $315,535 - $375,438
1,441 New
1,441 $374 Million

Others Institutions Holding MGK

# of Institutions
798
Shares Held
39.6M
Call Options Held
91.9K
Put Options Held
72.8K
View Full List

About VANGUARD MEGA CAP GROWTH ETF

MGK Quotes by TradingView
  • Ticker MGK
  • Sector ETFs
  • Industry ETFs
More about MGK
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email