Trevian Wealth Management LLC Vanguard Mega Cap Growth ETF Transaction History

Trevian Wealth Management LLC

  • $136 Million
  • Q4 2024

A detailed history of Trevian Wealth Management LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Trevian Wealth Management LLC holds 1,170 shares of MGK stock, worth $368,889. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,170
Previous 1,169 0.09%
Holding current value
$368,889
Previous $376,000 6.91%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Jan 23, 2025
BUY
$316.94 - $357.88 $316 - $357
1 Added 0.09%
1,170 $402,000
Q3 2024

Oct 09, 2024
BUY
$285.48 - $330.24 $333,726 - $386,050
1,169 New
1,169 $376,000
Q1 2024

Apr 26, 2024
BUY
$251.48 - $289.44 $21,375 - $24,602
85 Added 9.28%
1,001 $287,000
Q4 2023

Jan 18, 2024
BUY
$218.97 - $260.54 $200,576 - $238,654
916 New
916 $238,000

Others Institutions Holding MGK

# of Institutions
897
Shares Held
39.4M
Call Options Held
44.7K
Put Options Held
143K
View Full List

About VANGUARD MEGA CAP GROWTH ETF

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