One Ascent Wealth Management LLC Vanguard Mega Cap Value Transaction History

One Ascent Wealth Management LLC

  • $243 Million
  • Q4 2024

A detailed history of One Ascent Wealth Management LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 10,829 shares of MGV stock, worth $1.38 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
10,829
Previous 7,102 52.48%
Holding current value
$1.38 Million
Previous $911,000 48.52%
% of portfolio
0.56%
Previous 0.35%

Shares

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

Feb 12, 2025
BUY
$124.06 - $133.48 $462,371 - $497,479
3,727 Added 52.48%
10,829 $1.35 Million
Q3 2024

Nov 07, 2024
BUY
$118.0 - $128.28 $838,036 - $911,044
7,102 New
7,102 $911,000

Others Institutions Holding MGV

# of Institutions
486
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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