Forvis Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,052 shares of MGK stock, worth $429,805. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,052
Previous 1,663 36.74%
Holding current value
$429,805
Previous $608,000 30.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2025
SELL
$362.31 - $405.74 $221,371 - $247,907
-611 Reduced 36.74%
1,052 $423,000
Q2 2025

Jul 29, 2025
BUY
$273.67 - $366.17 $167,212 - $223,729
611 Added 58.08%
1,663 $608,000
Q4 2024

Feb 03, 2025
SELL
$316.94 - $357.88 $9,191 - $10,378
-29 Reduced 2.68%
1,052 $361,000
Q2 2024

Aug 09, 2024
SELL
$267.84 - $317.0 $28,123 - $33,285
-105 Reduced 8.85%
1,081 $339,000
Q1 2024

Apr 19, 2024
SELL
$251.48 - $289.44 $27,662 - $31,838
-110 Reduced 8.49%
1,186 $339,000
Q2 2023

Aug 08, 2023
SELL
$199.81 - $235.32 $13,986 - $16,472
-70 Reduced 5.12%
1,296 $304,000
Q1 2023

Apr 26, 2023
SELL
$168.7 - $204.51 $22,605 - $27,404
-134 Reduced 8.93%
1,366 $279,000
Q2 2022

Jul 22, 2022
BUY
$175.67 - $240.27 $47,957 - $65,593
273 Added 22.25%
1,500 $272,000
Q1 2022

May 10, 2022
BUY
$207.26 - $263.47 $8,083 - $10,275
39 Added 3.28%
1,227 $289,000
Q4 2021

Jan 14, 2022
BUY
$232.18 - $264.33 $275,829 - $314,024
1,188 New
1,188 $310,000

Others Institutions Holding MGK

# of Institutions
996
Shares Held
42.1M
Call Options Held
84.7K
Put Options Held
77.8K
View Full List

About VANGUARD MEGA CAP GROWTH ETF

MGK Quotes by TradingView
  • Ticker MGK
  • Sector ETFs
  • Industry ETFs
More about MGK
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, 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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email