A detailed history of Wealth Shield Partners, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 67,111 shares of MGV stock, worth $8.42 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
67,111
Previous 57,921 15.87%
Holding current value
$8.42 Million
Previous $6.86 Million 25.43%
% of portfolio
1.19%
Previous 1.07%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$118.0 - $128.28 $1.08 Million - $1.18 Million
9,190 Added 15.87%
67,111 $8.61 Million
Q2 2024

Jul 26, 2024

BUY
$113.61 - $120.34 $1.82 Million - $1.93 Million
15,999 Added 38.16%
57,921 $6.86 Million
Q1 2024

Apr 29, 2024

SELL
$108.33 - $119.51 $2.61 Million - $2.88 Million
-24,136 Reduced 36.54%
41,922 $5.01 Million
Q4 2023

Jan 23, 2024

SELL
$97.07 - $109.74 $207,729 - $234,843
-2,140 Reduced 3.14%
66,058 $7.22 Million
Q3 2023

Oct 25, 2023

BUY
$101.4 - $107.46 $613,470 - $650,133
6,050 Added 9.73%
68,198 $6.92 Million
Q2 2023

Aug 03, 2023

BUY
$98.78 - $104.28 $15,014 - $15,850
152 Added 0.25%
62,148 $6.45 Million
Q1 2023

May 08, 2023

BUY
$97.0 - $105.37 $53,350 - $57,953
550 Added 0.9%
61,996 $6.26 Million
Q4 2022

Feb 13, 2023

SELL
$90.82 - $106.81 $16,165 - $19,012
-178 Reduced 0.29%
61,446 $6.32 Million
Q2 2022

Aug 11, 2022

SELL
$93.26 - $109.21 $152,293 - $178,339
-1,633 Reduced 2.58%
61,624 $5.93 Million
Q1 2022

May 09, 2022

SELL
$101.98 - $109.31 $81,074 - $86,901
-795 Reduced 1.24%
63,257 $6.79 Million
Q4 2021

Feb 10, 2022

BUY
$98.51 - $106.97 $28,764 - $31,235
292 Added 0.46%
64,052 $6.84 Million
Q3 2021

Nov 12, 2021

BUY
$97.85 - $103.45 $6.24 Million - $6.6 Million
63,760 New
63,760 $6.24 Million
Q2 2021

Aug 06, 2021

SELL
$95.62 - $101.99 $6.4 Million - $6.82 Million
-66,882 Closed
0 $0
Q1 2021

May 17, 2021

SELL
$85.78 - $95.86 $225,258 - $251,728
-2,626 Reduced 3.78%
66,882 $6.37 Million
Q4 2020

Feb 16, 2021

SELL
$74.22 - $86.87 $9,277 - $10,858
-125 Reduced 0.18%
69,508 $6.03 Million
Q2 2020

Aug 13, 2020

SELL
$63.17 - $80.68 $389,127 - $496,988
-6,160 Reduced 8.13%
69,633 $5.1 Million
Q1 2020

May 12, 2020

SELL
$56.94 - $88.16 $268,415 - $415,586
-4,714 Reduced 5.86%
75,793 $5.01 Million
Q2 2019

Aug 12, 2019

SELL
N/A
-1,100 Reduced 1.35%
80,507 $6.48 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-664 Reduced 0.81%
81,607 $5.83 Million
Q3 2018

Nov 05, 2018

SELL
N/A
-684 Reduced 0.82%
82,271 $6.63 Million
Q1 2018

May 11, 2018

BUY
N/A
2,844 Added 3.55%
82,955 $6.15 Million
Q4 2017

Apr 18, 2018

BUY
N/A
80,111
80,111 $6.15 Million

Others Institutions Holding MGV

About VANGUARD MEGA CAP VALUE


  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
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