Wharton Business Group, LLC Vanguard Mega Cap Value Transaction History

Wharton Business Group, LLC

$2.21 Billion
Q1 2025

A detailed history of Wharton Business Group, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Wharton Business Group, LLC holds 5,410 shares of MGV stock, worth $669,325. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,410

Previous 5,050 7.13%

Holding current value

$669,325

Previous $631,000 10.46%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$123.61 - $133.01 $44,499 - $47,883	360 Added 7.13%	5,410 $697,000
Q4 2023 Feb 07, 2024	SELL	$97.07 - $109.74 $215,495 - $243,622	-2,220 Reduced 30.54%	5,050 $552,000
Q3 2023 Nov 06, 2023	BUY	$101.4 - $107.46 $159,705 - $169,249	1,575 Added 27.66%	7,270 $737,000
Q4 2022 Feb 13, 2023	BUY	$90.82 - $106.81 $61,757 - $72,630	680 Added 13.56%	5,695 $586,000
Q3 2022 Oct 31, 2022	BUY	$89.91 - $103.89 $38,211 - $44,153	425 Added 9.26%	5,015 $450,000
Q2 2022 Aug 09, 2022	BUY	$93.26 - $109.21 $45,231 - $52,966	485 Added 11.81%	4,590 $441,000
Q1 2022 May 18, 2022	BUY	$101.98 - $109.31 $185,093 - $198,397	1,815 Added 79.26%	4,105 $441,000
Q4 2021 Feb 10, 2022	BUY	$98.51 - $106.97 $225,587 - $244,961	2,290 New	2,290 $245,000

Others Institutions Holding MGV

# of Institutions

519

Shares Held

49.3M

Call Options Held

37.3K

Put Options Held

2.7K

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About VANGUARD MEGA CAP VALUE

Ticker MGV
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Wharton Business Group, LLC Vanguard Mega Cap Value Transaction History