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

Summit Wealth & Retirement Planning, Inc.

$389 Million
Q3 2025

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 216,103 shares of MGC stock, worth $53.5 Million. This represents 13.57% of its overall portfolio holdings.

Number of Shares

216,103

Previous 214,932 0.54%

Holding current value

$53.5 Million

Previous $48.3 Million 9.11%

% of portfolio

13.57%

Previous 13.56%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$224.2 - $245.55 $262,538 - $287,539	1,171 Added 0.54%	216,103 $52.7 Million
Q2 2025 Aug 06, 2025	BUY	$179.23 - $224.92 $59,683 - $74,898	333 Added 0.16%	214,932 $48.3 Million
Q1 2025 May 05, 2025	SELL	$199.2 - $222.69 $1.86 Million - $2.08 Million	-9,336 Reduced 4.17%	214,599 $43.2 Million
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

545

Shares Held

20.5M

Call Options Held

15.1K

Put Options Held

100

View Full List

About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

More about MGC

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