Sonoma Private Wealth LLC Vanguard Mega Cap Value Transaction History

Sonoma Private Wealth LLC

  • $81.6 Billion
  • Q2 2025

A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,867 shares of MGV stock, worth $395,932. This represents 0.46% of its overall portfolio holdings.

Number of Shares
2,867
Previous 2,867 -0.0%
Holding current value
$395,932
Previous $369 Million 1.83%
% of portfolio
0.46%
Previous 0.51%

Shares

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

May 15, 2025
SELL
$123.61 - $133.01 $2,472 - $2,660
-20 Reduced 0.69%
2,867 $369 Million
Q4 2024

Feb 06, 2025
BUY
$124.06 - $133.48 $6,823 - $7,341
55 Added 1.94%
2,887 $361 Million
Q3 2024

Oct 17, 2024
BUY
$118.0 - $128.28 $14,868 - $16,163
126 Added 4.66%
2,832 $363 Million
Q1 2024

May 09, 2024
SELL
$108.33 - $119.51 $148,195 - $163,489
-1,368 Reduced 33.58%
2,706 $323 Million
Q4 2023

Feb 12, 2024
SELL
$97.07 - $109.74 $966,623 - $1.09 Million
-9,958 Reduced 70.97%
4,074 $446 Million
Q3 2023

Oct 30, 2023
BUY
$101.4 - $107.46 $32,448 - $34,387
320 Added 2.33%
14,032 $1.42 Billion
Q2 2023

Aug 14, 2023
BUY
$98.78 - $104.28 $265,421 - $280,200
2,687 Added 24.37%
13,712 $1.42 Billion
Q1 2023

May 10, 2023
BUY
$97.0 - $105.37 $65,281 - $70,914
673 Added 6.5%
11,025 $1.11 Billion
Q4 2022

Feb 13, 2023
BUY
$90.82 - $106.81 $940,168 - $1.11 Million
10,352 New
10,352 $1.06 Billion

Others Institutions Holding MGV

# of Institutions
548
Shares Held
54.1M
Call Options Held
2.3K
Put Options Held
200
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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