A detailed history of Boyd Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 26,388 shares of MGV stock, worth $3.26 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
26,388
Previous 26,973 2.17%
Holding current value
$3.26 Million
Previous $3.2 Million 5.91%
% of portfolio
1.72%
Previous 1.76%

Shares

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

Oct 25, 2024

SELL
$118.0 - $128.28 $69,030 - $75,043
-585 Reduced 2.17%
26,388 $3.39 Million
Q2 2024

Jul 24, 2024

SELL
$113.61 - $120.34 $130,992 - $138,752
-1,153 Reduced 4.1%
26,973 $3.2 Million
Q1 2024

Apr 24, 2024

BUY
$108.33 - $119.51 $10,291 - $11,353
95 Added 0.34%
28,126 $3.36 Million
Q4 2023

Jan 31, 2024

SELL
$97.07 - $109.74 $454,384 - $513,692
-4,681 Reduced 14.31%
28,031 $3.07 Million
Q3 2023

Oct 25, 2023

SELL
$101.4 - $107.46 $73,819 - $78,230
-728 Reduced 2.18%
32,712 $3.32 Million
Q2 2023

Jul 20, 2023

BUY
$98.78 - $104.28 $376,055 - $396,993
3,807 Added 12.85%
33,440 $3.47 Million
Q1 2023

Apr 20, 2023

BUY
$97.0 - $105.37 $617,696 - $670,996
6,368 Added 27.37%
29,633 $2.99 Million
Q4 2022

Jan 20, 2023

BUY
$90.82 - $106.81 $435,300 - $511,940
4,793 Added 25.95%
23,265 $0
Q3 2022

Oct 17, 2022

BUY
$89.91 - $103.89 $667,222 - $770,967
7,421 Added 67.15%
18,472 $1.66 Million
Q2 2022

Aug 03, 2022

BUY
$93.26 - $109.21 $1.03 Million - $1.21 Million
11,051 New
11,051 $1.06 Million

Others Institutions Holding MGV

About VANGUARD MEGA CAP VALUE


  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
Track This Portfolio

Track Boyd Wealth Management, LLC Portfolio

Follow Boyd Wealth Management, 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 Boyd Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boyd Wealth Management, LLC with notifications on news.