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 $42.4 Million. This represents 15.42% of its overall portfolio holdings.

Number of Shares
223,935
Previous 185,372 20.8%
Holding current value
$42.4 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
498
Shares Held
15.8M
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
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