A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 1,649 shares of MGC stock, worth $350,643. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,649
Previous 1,640 0.55%
Holding current value
$350,643
Previous $323 Million 5.38%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Oct 18, 2024

BUY
$185.93 - $206.64 $1,673 - $1,859
9 Added 0.55%
1,649 $341 Million
Q1 2024

May 07, 2024

BUY
$166.37 - $187.03 $998 - $1,122
6 Added 0.37%
1,640 $306 Million
Q4 2023

Feb 01, 2024

BUY
$146.46 - $169.92 $239,315 - $277,649
1,634 New
1,634 $277 Million

Others Institutions Holding MGC

About VANGUARD MEGA CAP ETF


  • Ticker MGC
  • Sector ETFs
  • Industry ETFs
More about MGC
Track This Portfolio

Track Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, 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 Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.