Heartwood Wealth Advisors LLC Vanguard Mega Cap Growth ETF Transaction History

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,455 shares of MGK stock, worth $854,168. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,455
Previous 2,455 -0.0%
Holding current value
$854,168
Previous $790,000 6.71%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 07, 2024
SELL
$285.48 - $330.24 $6,566 - $7,595
-23 Reduced 0.93%
2,455 $790,000
Q1 2024

Apr 02, 2024
BUY
$251.48 - $289.44 $623,167 - $717,232
2,478 New
2,478 $710,000

Others Institutions Holding MGK

# of Institutions
889
Shares Held
39.4M
Call Options Held
44.7K
Put Options Held
143K
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 Heartwood Wealth Advisors LLC Portfolio

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

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email