Wealthpoint, LLC Vanguard Mega Cap ETF Transaction History

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

A detailed history of Wealthpoint, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Wealthpoint, LLC holds 5,172 shares of MGC stock, worth $1.05 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,172
Previous 2,892 78.84%
Holding current value
$1.05 Million
Previous $452,000 73.67%
% of portfolio
0.32%
Previous 0.17%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 12, 2023
BUY
$151.3 - $161.8 $344,964 - $368,904
2,280 Added 78.84%
5,172 $785,000
Q2 2023

Jul 24, 2023
SELL
$141.8 - $156.5 $396,898 - $438,043
-2,799 Reduced 49.18%
2,892 $452,000
Q1 2023

Apr 20, 2023
SELL
$131.13 - $144.18 $14,293 - $15,715
-109 Reduced 1.88%
5,691 $814,000
Q4 2022

Jan 24, 2023
BUY
$128.43 - $141.49 $256 - $282
2 Added 0.03%
5,800 $0
Q2 2022

Jul 18, 2022
BUY
N/A
131 Added 2.31%
5,798 $764,000
Q1 2022

Apr 27, 2022
SELL
N/A
-83 Reduced 1.44%
5,667 $901,000
Q4 2021

Feb 11, 2022
SELL
N/A
-84 Reduced 1.44%
5,750 $966,000
Q3 2021

Nov 01, 2021
SELL
N/A
-66 Reduced 1.12%
5,834 $889,000
Q2 2021

Jul 26, 2021
BUY
N/A
35 Added 0.6%
5,900 $899,000
Q1 2021

Apr 27, 2021
SELL
N/A
-45 Reduced 0.76%
5,865 $822,000
Q4 2020

Feb 08, 2021
BUY
N/A
1 Added 0.02%
5,910 $789,000
Q3 2020

Nov 09, 2020
SELL
N/A
-65 Reduced 1.09%
5,909 $709,000
Q2 2020

Aug 06, 2020
BUY
N/A
50 Added 0.84%
5,974 $654,000
Q1 2020

Apr 16, 2020
BUY
N/A
2,928 Added 97.73%
5,924 $539,000
Q4 2018

Feb 15, 2019
BUY
N/A
2,996 New
2,996 $260,000

Others Institutions Holding MGC

# of Institutions
421
Shares Held
14.6M
Call Options Held
21.1K
Put Options Held
100
View Full List

About VANGUARD MEGA CAP ETF

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

Track Wealthpoint, LLC Portfolio

Follow Wealthpoint, 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 Wealthpoint, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthpoint, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email