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

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,816 shares of MGK stock, worth $741,944. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,816

Previous 1,800 0.89%

Holding current value

$741,944

Previous $659 Million 10.88%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$362.31 - $405.74 $5,796 - $6,491	16 Added 0.89%	1,816 $731 Million
Q2 2025 Jul 23, 2025	BUY	$273.67 - $366.17 $27,367 - $36,617	100 Added 5.88%	1,800 $659 Million
Q1 2025 Jul 25, 2025	SELL	$307.43 - $357.48 $30,743 - $35,748	-100 Reduced 5.56%	1,700 $529 Million
Q1 2025 Apr 21, 2025	SELL	$307.43 - $357.48 $1.14 Million - $1.32 Million	-3,700 Reduced 68.52%	1,700 $529 Million
Q4 2024 Jan 22, 2025	BUY	$316.94 - $357.88 $1.71 Million - $1.93 Million	5,400 New	5,400 $1.85 Billion

Q4 2023 Jan 16, 2024	BUY	$218.97 - $260.54 $21,897 - $26,054	100 Added 6.25%	1,700 $441 Million
Q2 2023 Aug 09, 2023	BUY	$199.81 - $235.32 $319,696 - $376,512	1,600 New	1,600 $377 Million

Others Institutions Holding MGK

# of Institutions

998

Shares Held

42.1M

Call Options Held

84.7K

Put Options Held

77.8K

View Full List

About VANGUARD MEGA CAP GROWTH ETF

Ticker MGK
Sector ETFs
Industry ETFs

More about MGK

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