Trademark Financial Management, LLC Vanguard Mega Cap Value Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 2024

A detailed history of Trademark Financial Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Trademark Financial Management, LLC holds 39,723 shares of MGV stock, worth $5.03 Million. This represents 4.04% of its overall portfolio holdings.

Number of Shares
39,723
Previous 21,513 84.65%
Holding current value
$5.03 Million
Previous $2.55 Billion 99.89%
% of portfolio
4.04%
Previous 2.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$118.0 - $128.28 $2.15 Million - $2.34 Million
18,210 Added 84.65%
39,723 $5.1 Billion
Q2 2024

Jul 30, 2024
BUY
$113.61 - $120.34 $1.61 Million - $1.71 Million
14,200 Added 194.17%
21,513 $2.55 Billion
Q1 2024

May 07, 2024
BUY
$108.33 - $119.51 $359,980 - $397,131
3,323 Added 83.28%
7,313 $874 Million
Q4 2023

Feb 13, 2024
BUY
$97.07 - $109.74 $387,309 - $437,862
3,990 New
3,990 $436 Million

Others Institutions Holding MGV

# of Institutions
443
Shares Held
47.7M
Call Options Held
10.6K
Put Options Held
300
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
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