Decision Point Financial, LLC Vanguard Mega Cap ETF Transaction History

Decision Point Financial, LLC

$315 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Sep 26, 2023	SELL	$131.13 - $144.18 $1,049 - $1,153	-8 Closed	0 $0
Q4 2022 Sep 26, 2023	BUY	$124.31 - $141.49 $994 - $1,131	8 New	8 $1.06 Million

Others Institutions Holding MGC

# of Institutions

449

Shares Held

15.2M

Call Options Held

14.4K

Put Options Held

100

Bank Of America Corp Charlotte, NC

1.59M
Shares

$330 Million
0.03% of portfolio
Morgan Stanley New York, NY

631K
Shares

$131 Million
0.01% of portfolio
New York Life Investment Management LLC New York, NY

602K
Shares

$125 Million
1.27% of portfolio
Wooster Corthell Wealth Management, Inc.

487K
Shares

$101 Million
21.47% of portfolio
Ameriprise Financial Inc Minneapolis, MN

486K
Shares

$101 Million
0.03% of portfolio

About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Decision Point Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Decision Point Financial, LLC with notifications on news.