Summit Wealth & Retirement Planning, Inc. Vanguard Mega Cap ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $309 Million
  • Q4 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 223,935 shares of MGC stock, worth $46.8 Million. This represents 15.42% of its overall portfolio holdings.

Number of Shares
223,935
Previous 185,372 20.8%
Holding current value
$46.8 Million
Previous $38.3 Million 24.32%
% of portfolio
15.42%
Previous 12.78%

Shares

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

Jan 28, 2025
BUY
$204.21 - $220.18 $7.87 Million - $8.49 Million
38,563 Added 20.8%
223,935 $47.6 Million
Q3 2024

Nov 01, 2024
BUY
$185.93 - $206.64 $15,246 - $16,944
82 Added 0.04%
185,372 $38.3 Million
Q2 2024

Aug 06, 2024
BUY
$177.06 - $198.62 $157,229 - $176,374
888 Added 0.48%
185,290 $36.6 Million
Q1 2024

May 09, 2024
BUY
$166.37 - $187.03 $696,258 - $782,720
4,185 Added 2.32%
184,402 $34.5 Million
Q4 2023

Feb 01, 2024
SELL
$146.46 - $169.92 $463,692 - $537,966
-3,166 Reduced 1.73%
180,217 $30.5 Million
Q3 2023

Oct 25, 2023
BUY
$151.3 - $161.8 $314,250 - $336,058
2,077 Added 1.15%
183,383 $27.9 Million
Q2 2023

Jul 26, 2023
SELL
$141.8 - $156.5 $339,894 - $375,130
-2,397 Reduced 1.3%
181,306 $28.4 Million
Q1 2023

May 11, 2023
BUY
$131.13 - $144.18 $390,767 - $429,656
2,980 Added 1.65%
183,703 $26.3 Million
Q4 2022

Feb 09, 2023
SELL
$124.31 - $141.49 $449,504 - $511,627
-3,616 Reduced 1.96%
180,723 $23.9 Million
Q3 2022

Nov 10, 2022
SELL
$124.82 - $150.2 $1.59 Million - $1.91 Million
-12,735 Reduced 6.46%
184,339 $23 Million
Q2 2022

Aug 02, 2022
BUY
$128.05 - $161.07 $837,447 - $1.05 Million
6,540 Added 3.43%
197,074 $26 Million
Q1 2022

May 12, 2022
SELL
$146.0 - $169.35 $1.92 Million - $2.23 Million
-13,163 Reduced 6.46%
190,534 $30.3 Million
Q4 2021

Feb 03, 2022
BUY
$152.0 - $169.23 $1.53 Million - $1.7 Million
10,059 Added 5.19%
203,697 $34.2 Million
Q3 2021

Nov 12, 2021
BUY
$151.62 - $161.28 $1.53 Million - $1.62 Million
10,064 Added 5.48%
193,638 $29.5 Million
Q2 2021

Aug 13, 2021
SELL
$141.79 - $152.34 $75,857 - $81,501
-535 Reduced 0.29%
183,574 $28 Million
Q1 2021

May 10, 2021
BUY
$131.66 - $140.5 $2.28 Million - $2.43 Million
17,314 Added 10.38%
184,109 $25.8 Million
Q4 2020

Feb 09, 2021
BUY
$116.22 - $133.45 $147,018 - $168,814
1,265 Added 0.76%
166,795 $22.3 Million
Q3 2020

Nov 10, 2020
BUY
$110.14 - $128.14 $13.2 Million - $15.3 Million
119,421 Added 259.0%
165,530 $19.8 Million
Q2 2020

Aug 13, 2020
BUY
$87.02 - $113.73 $1.57 Million - $2.05 Million
18,015 Added 64.12%
46,109 $5.05 Million
Q1 2020

May 11, 2020
BUY
$79.14 - $118.24 $2.22 Million - $3.32 Million
28,094 New
28,094 $2.56 Million

Others Institutions Holding MGC

# of Institutions
492
Shares Held
15.7M
Call Options Held
14.3K
Put Options Held
100
View Full List

About VANGUARD MEGA CAP ETF

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

Track Summit Wealth & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. 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 Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email