Bartlett & Co. Wealth Management LLC Vanguard Mega Cap Value Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 453 shares of MGV stock, worth $62,731. This represents 0.0% of its overall portfolio holdings.

Number of Shares
453
Previous 583 22.3%
Holding current value
$62,731
Previous $76.9 Million 99.92%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$129.46 - $137.85 $16,829 - $17,920
-130 Reduced 22.3%
453 $62,000
Q2 2025

Jul 18, 2025
BUY
$114.87 - $131.25 $12,291 - $14,043
107 Added 22.48%
583 $76.9 Million
Q1 2023

Feb 14, 2024
SELL
$97.0 - $105.37 $12,901 - $14,014
-133 Reduced 21.84%
476 $48.1 Million
Q4 2022

Feb 14, 2024
BUY
$90.82 - $106.81 $12,079 - $14,205
133 Added 27.94%
609 $62.6 Million
Q3 2022

Feb 14, 2024
SELL
$89.91 - $103.89 $629 - $727
-7 Reduced 1.45%
476 $43.1 Million
Q2 2022

Feb 14, 2024
BUY
$93.26 - $109.21 $45,044 - $52,748
483 New
483 $46.5 Million

Others Institutions Holding MGV

# of Institutions
562
Shares Held
55.3M
Call Options Held
13.5K
Put Options Held
2.4K
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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