Sequoia Financial Advisors, LLC Vanguard Mega Cap Value Transaction History

Sequoia Financial Advisors, LLC

  • $8.06 Billion
  • Q2 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 635,796 shares of MGV stock, worth $79.5 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
635,796
Previous 595,968 6.68%
Holding current value
$79.5 Million
Previous $71.2 Million 5.78%
% of portfolio
0.93%
Previous 0.89%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$113.61 - $120.34 $4.52 Million - $4.79 Million
39,828 Added 6.68%
635,796 $75.3 Million
Q1 2024

Apr 30, 2024
BUY
$108.33 - $119.51 $5.64 Million - $6.22 Million
52,053 Added 9.57%
595,968 $71.2 Million
Q4 2023

Jan 25, 2024
BUY
$97.07 - $109.74 $7.76 Million - $8.77 Million
79,958 Added 17.23%
543,915 $59.5 Million
Q3 2023

Nov 08, 2023
BUY
$101.4 - $107.46 $459,139 - $486,578
4,528 Added 0.99%
463,957 $47 Million
Q2 2023

Aug 08, 2023
BUY
$98.78 - $104.28 $771,768 - $814,739
7,813 Added 1.73%
459,429 $47.7 Million
Q1 2023

Apr 24, 2023
BUY
$97.0 - $105.37 $872,321 - $947,592
8,993 Added 2.03%
451,616 $45.6 Million
Q4 2022

Feb 10, 2023
SELL
$98.95 - $106.81 $31,762 - $34,286
-321 Reduced 0.07%
442,623 $45.5 Million
Q4 2022

Jan 17, 2023
BUY
$98.95 - $106.81 $392,336 - $423,501
3,965 Added 0.9%
442,944 $0
Q3 2022

Oct 26, 2022
BUY
N/A
21,161 Added 5.06%
438,979 $39.5 Million
Q2 2022

Jul 22, 2022
BUY
N/A
11,517 Added 2.83%
417,818 $40.2 Million
Q1 2022

May 13, 2022
BUY
N/A
32,107 Added 8.58%
406,301 $43.6 Million
Q4 2021

Feb 11, 2022
BUY
N/A
254,941 Added 213.78%
374,194 $40 Million
Q3 2021

Oct 26, 2021
SELL
N/A
-209,222 Reduced 63.69%
119,253 $11.7 Million
Q2 2021

Jul 27, 2021
BUY
N/A
328,475 New
328,475 $32.7 Million

Others Institutions Holding MGV

# of Institutions
398
Shares Held
45.6M
Call Options Held
400
Put Options Held
600
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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