Stonebridge Financial Planning Group, LLC Vanguard Mega Cap Value Transaction History

Stonebridge Financial Planning Group, LLC

  • $229 Million
  • Q2 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 15,162 shares of MGV stock, worth $1.99 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
15,162
Previous 10,122 49.79%
Holding current value
$1.99 Million
Previous $1.3 Million 52.53%
% of portfolio
0.87%
Previous 0.62%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$114.87 - $131.25 $578,944 - $661,500
5,040 Added 49.79%
15,162 $1.99 Million
Q1 2025

May 08, 2025
BUY
$123.61 - $133.01 $1.25 Million - $1.35 Million
10,122 New
10,122 $1.3 Million

Others Institutions Holding MGV

# of Institutions
541
Shares Held
51.1M
Call Options Held
37.3K
Put Options Held
2.7K
View Full List

About VANGUARD MEGA CAP VALUE

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

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, 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 Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email