Zimmermann Investment Management & Planning LLC Vanguard Mega Cap Growth ETF Transaction History

Zimmermann Investment Management & Planning LLC

$282 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	SELL	$175.67 - $240.27 $875,539 - $1.2 Million	-4,984 Reduced 81.46%	1,134 $206,000
Q1 2022 Apr 18, 2022	SELL	$207.26 - $263.47 $2.9 Million - $3.68 Million	-13,968 Reduced 69.54%	6,118 $1.44 Million
Q4 2021 Feb 03, 2022	BUY	$232.18 - $264.33 $4.66 Million - $5.31 Million	20,086 New	20,086 $5.24 Million

Others Institutions Holding MGK

# of Institutions

771

Shares Held

34.8M

Call Options Held

77.5K

Put Options Held

127K

Assetmark, Inc

7.18M
Shares

$2.35 Billion
7.04% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

3.5M
Shares

$1.15 Billion
37.82% of portfolio
Morgan Stanley New York, NY

1.94M
Shares

$635 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.81M
Shares

$594 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

960K
Shares

$315 Million
0.15% of portfolio

View Full List

About VANGUARD MEGA CAP GROWTH ETF

Ticker MGK
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