Robertson Stephens Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,736 shares of MGK stock, worth $2.26 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,736
Previous 9,852 21.48%
Holding current value
$2.26 Million
Previous $3.38 Million 29.47%
% of portfolio
0.08%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$307.43 - $357.48 $650,521 - $756,427
-2,116 Reduced 21.48%
7,736 $2.39 Million
Q4 2024

Jan 27, 2025
SELL
$316.94 - $357.88 $1.34 Million - $1.51 Million
-4,228 Reduced 30.03%
9,852 $3.38 Million
Q3 2024

Nov 12, 2024
BUY
$285.48 - $330.24 $1.67 Million - $1.93 Million
5,854 Added 71.16%
14,080 $4.53 Million
Q2 2024

Aug 13, 2024
SELL
$267.84 - $317.0 $850,124 - $1.01 Million
-3,174 Reduced 27.84%
8,226 $2.58 Million
Q1 2024

May 15, 2024
SELL
$251.48 - $289.44 $74,438 - $85,674
-296 Reduced 2.53%
11,400 $3.27 Million
Q4 2023

Feb 06, 2024
BUY
$218.97 - $260.54 $315,316 - $375,177
1,440 Added 14.04%
11,696 $3.04 Million
Q3 2023

Nov 13, 2023
BUY
$224.84 - $243.78 $141,874 - $153,825
631 Added 6.56%
10,256 $2.33 Million
Q2 2023

Aug 11, 2023
BUY
$199.81 - $235.32 $1.1 Million - $1.3 Million
5,507 Added 133.73%
9,625 $2.26 Million
Q1 2023

May 11, 2023
SELL
$168.7 - $204.51 $1.02 Million - $1.24 Million
-6,042 Reduced 59.47%
4,118 $842,000
Q4 2022

Feb 14, 2023
BUY
$167.59 - $189.31 $1.7 Million - $1.92 Million
10,160 New
10,160 $1.75 Million

Others Institutions Holding MGK

# of Institutions
897
Shares Held
39.5M
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
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