Strategic Financial Concepts, LLC Vanguard Mega Cap Value Transaction History

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 1,962 shares of MGV stock, worth $271,697. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,962
Previous 1,962 -0.0%
Holding current value
$271,697
Previous $257 Million 4.98%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$114.87 - $131.25 $15,162 - $17,325
-132 Reduced 6.3%
1,962 $257 Million
Q1 2025

Apr 28, 2025
BUY
$123.61 - $133.01 $1,483 - $1,596
12 Added 0.58%
2,094 $270 Million
Q4 2024

Jan 30, 2025
SELL
$124.06 - $133.48 $30 Million - $32.3 Million
-241,625 Reduced 99.15%
2,082 $260 Million
Q4 2024

Jan 27, 2025
BUY
$124.06 - $133.48 $30 Million - $32.3 Million
241,757 Added 12397.79%
243,707 $260 Million
Q3 2024

Nov 12, 2024
SELL
$118.0 - $128.28 $28.1 Million - $30.6 Million
-238,182 Reduced 99.19%
1,950 $250 Million
Q2 2024

Aug 06, 2024
BUY
$113.61 - $120.34 $27 Million - $28.6 Million
238,056 Added 11467.05%
240,132 $16.9 Million
Q1 2024

Apr 22, 2024
BUY
$108.33 - $119.51 $224,893 - $248,102
2,076 New
2,076 $248 Million
Q3 2023

Nov 07, 2023
SELL
$101.4 - $107.46 $5,070 - $5,373
-50 Reduced 2.35%
2,076 $211 Million
Q2 2023

Sep 06, 2023
SELL
$98.78 - $104.28 $4,939 - $5,214
-50 Reduced 2.3%
2,126 $221 Million
Q1 2023

Sep 06, 2023
BUY
$97.0 - $105.37 $211,072 - $229,285
2,176 New
2,176 $220 Million

Others Institutions Holding MGV

# of Institutions
560
Shares Held
55.4M
Call Options Held
13.5K
Put Options Held
2.4K
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email