National Wealth Management Group, LLC Vanguard Mega Cap Growth ETF Transaction History

National Wealth Management Group, LLC

$148 Billion
Q3 2024

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,156 shares of MGK stock, worth $404,114. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,156

Previous 1,137 1.67%

Holding current value

$404,114

Previous $357 Million 4.18%

% of portfolio

0.25%

Previous 0.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$285.48 - $330.24 $5,424 - $6,274	19 Added 1.67%	1,156 $372 Million
Q2 2024 Aug 09, 2024	SELL	$267.84 - $317.0 $73,923 - $87,492	-276 Reduced 19.53%	1,137 $357 Million
Q1 2024 May 17, 2024	SELL	$251.48 - $289.44 $1,005 - $1,157	-4 Reduced 0.28%	1,413 $405 Million
Q4 2023 Feb 01, 2024	SELL	$218.97 - $260.54 $27,152 - $32,306	-124 Reduced 8.05%	1,417 $368 Million
Q3 2023 Nov 13, 2023	BUY	$224.84 - $243.78 $115,567 - $125,302	514 Added 50.05%	1,541 $350 Million
Q2 2023 Aug 09, 2023	SELL	$199.81 - $235.32 $20,780 - $24,473	-104 Reduced 9.2%	1,027 $243 Million
Q1 2023 May 15, 2023	BUY	$168.7 - $204.51 $190,799 - $231,300	1,131 New	1,131 $238 Million
Q4 2022 Nov 17, 2023	SELL	$167.59 - $189.31 $127,535 - $144,064	-761 Reduced 37.97%	1,243 $214 Million
Q3 2022 Nov 17, 2023	BUY	$174.29 - $217.45 $80,696 - $100,679	463 Added 30.05%	2,004 $349 Million
Q2 2022 Nov 17, 2023	SELL	$175.67 - $240.27 $191,480 - $261,894	-1,090 Closed	0 $0
Q1 2022 Nov 17, 2023	SELL	$207.26 - $263.47 $455,142 - $578,580	-2,196 Reduced 66.83%	1,090 $257 Million
Q4 2021 Nov 17, 2023	BUY	$232.18 - $264.33 $405,154 - $461,255	1,745 Added 113.24%	3,286 $857 Million

Others Institutions Holding MGK

# of Institutions

835

Shares Held

39.3M

Call Options Held

91.9K

Put Options Held

72.8K

View Full List

About VANGUARD MEGA CAP GROWTH ETF

Ticker MGK
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC Vanguard Mega Cap Growth ETF Transaction History