Perigon Wealth Management, LLC Vanguard Mega Cap ETF Transaction History

Perigon Wealth Management, LLC

$3.97 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$131.66 - $140.5 $31,335 - $33,439	-238 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$116.22 - $133.45 $27,660 - $31,761	238 New	238 $32,000

Others Institutions Holding MGC

# of Institutions

450

Shares Held

15.3M

Call Options Held

14.2K

Put Options Held

1.3K

Bank Of America Corp Charlotte, NC

1.61M
Shares

$354 Million
0.03% of portfolio
Morgan Stanley New York, NY

631K
Shares

$139 Million
0.01% of portfolio
New York Life Investment Management LLC New York, NY

520K
Shares

$114 Million
1.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

509K
Shares

$112 Million
0.03% of portfolio
Wooster Corthell Wealth Management, Inc.

472K
Shares

$104 Million
21.85% of portfolio

About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

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