Hb Wealth Management, LLC Vanguard Mega Cap Value Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Hb Wealth Management, LLC holds 88,675 shares of MGV stock, worth $11.6 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
88,675
Previous 72,882 21.67%
Holding current value
$11.6 Million
Previous $9.35 Million 18.47%
% of portfolio
0.11%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$124.06 - $133.48 $1.96 Million - $2.11 Million
15,793 Added 21.67%
88,675 $11.1 Million
Q3 2024

Oct 15, 2024
BUY
$118.0 - $128.28 $96,524 - $104,933
818 Added 1.14%
72,882 $9.35 Million
Q2 2024

Jul 26, 2024
BUY
$113.61 - $120.34 $234,604 - $248,502
2,065 Added 2.95%
72,064 $8.54 Million
Q1 2024

Apr 30, 2024
BUY
$108.33 - $119.51 $42,790 - $47,206
395 Added 0.57%
69,999 $8.37 Million
Q4 2023

Jan 16, 2024
BUY
$97.07 - $109.74 $336,153 - $380,029
3,463 Added 5.24%
69,604 $7.61 Million
Q3 2023

Oct 13, 2023
SELL
$101.4 - $107.46 $64,591 - $68,452
-637 Reduced 0.95%
66,141 $6.71 Million
Q2 2023

Jul 13, 2023
BUY
$98.78 - $104.28 $41,586 - $43,901
421 Added 0.63%
66,778 $6.93 Million
Q1 2023

Apr 13, 2023
BUY
$97.0 - $105.37 $36,957 - $40,145
381 Added 0.58%
66,357 $6.7 Million
Q4 2022

Jan 20, 2023
SELL
$90.82 - $106.81 $111,072 - $130,628
-1,223 Reduced 1.82%
65,976 $0
Q3 2022

Oct 19, 2022
SELL
$89.91 - $103.89 $471,128 - $544,383
-5,240 Reduced 7.23%
67,199 $6.04 Million
Q2 2022

Jul 15, 2022
SELL
$93.26 - $109.21 $13,242 - $15,507
-142 Reduced 0.2%
72,439 $6.97 Million
Q4 2021

Feb 15, 2022
BUY
$98.51 - $106.97 $7.15 Million - $7.76 Million
72,581 New
72,581 $7.75 Million

Others Institutions Holding MGV

# of Institutions
481
Shares Held
75.1M
Call Options Held
2.5K
Put Options Held
400
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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