Trademark Financial Management, LLC Vanguard Mega Cap Value Transaction History

Trademark Financial Management, LLC

  • $121 Billion
  • Q1 2024

A detailed history of Trademark Financial Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Trademark Financial Management, LLC holds 7,313 shares of MGV stock, worth $867,979. This represents 0.72% of its overall portfolio holdings.

Number of Shares
7,313
Previous 3,990 83.28%
Holding current value
$867,979
Previous $436 Million 100.28%
% of portfolio
0.72%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$108.33 - $119.51 $359,980 - $397,131
3,323 Added 83.28%
7,313 $874 Million
Q4 2023

Feb 13, 2024
BUY
$97.07 - $109.74 $387,309 - $437,862
3,990 New
3,990 $436 Million

Others Institutions Holding MGV

# of Institutions
388
Shares Held
44.4M
Call Options Held
55.5K
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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