United Capital Financial Advisers, LLC Vanguard Mega Cap Growth ETF Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 9,045 shares of MGK stock, worth $2.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,045

Previous 9,033 0.13%

Holding current value

$2.8 Million

Previous $2.91 Million 6.81%

% of portfolio

0.03%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$316.94 - $357.88 $3,803 - $4,294	12 Added 0.13%	9,045 $3.11 Million
Q3 2024 Nov 12, 2024	SELL	$285.48 - $330.24 $427,649 - $494,699	-1,498 Reduced 14.22%	9,033 $2.91 Million
Q2 2024 Aug 14, 2024	BUY	$267.84 - $317.0 $140,883 - $166,742	526 Added 5.26%	10,531 $3.31 Million
Q1 2024 May 15, 2024	SELL	$251.48 - $289.44 $56,834 - $65,413	-226 Reduced 2.21%	10,005 $2.87 Million
Q4 2023 Feb 14, 2024	SELL	$218.97 - $260.54 $51,457 - $61,226	-235 Reduced 2.25%	10,231 $2.66 Million
Q3 2023 Nov 14, 2023	SELL	$224.84 - $243.78 $33,276 - $36,079	-148 Reduced 1.39%	10,466 $2.37 Million
Q2 2023 Aug 14, 2023	SELL	$199.81 - $235.32 $39,762 - $46,828	-199 Reduced 1.84%	10,614 $2.5 Million
Q1 2023 Aug 14, 2023	BUY	$168.7 - $204.51 $33,571 - $40,697	199 Added 1.87%	10,813 $2.21 Million
Q1 2023 May 15, 2023	SELL	$168.7 - $204.51 $189,112 - $229,255	-1,121 Reduced 9.39%	10,813 $2.21 Million
Q4 2022 Feb 14, 2023	SELL	$167.59 - $189.31 $50,779 - $57,360	-303 Reduced 2.48%	11,934 $2.05 Million
Q3 2022 Nov 14, 2022	SELL	$174.29 - $217.45 $125,140 - $156,129	-718 Reduced 5.54%	12,237 $2.13 Million
Q2 2022 Aug 11, 2022	SELL	$175.67 - $240.27 $46,376 - $63,431	-264 Reduced 2.0%	12,955 $2.35 Million
Q1 2022 May 16, 2022	SELL	$207.26 - $263.47 $642,091 - $816,230	-3,098 Reduced 18.99%	13,219 $3.11 Million
Q4 2021 Feb 14, 2022	SELL	$232.18 - $264.33 $715,114 - $814,136	-3,080 Reduced 15.88%	16,317 $4.26 Million
Q3 2021 Nov 15, 2021	BUY	$232.11 - $250.4 $77,756 - $83,884	335 Added 1.76%	19,397 $4.55 Million
Q2 2021 Aug 13, 2021	BUY	$208.42 - $231.69 $486,035 - $540,301	2,332 Added 13.94%	19,062 $4.41 Million
Q1 2021 May 14, 2021	BUY	$195.08 - $215.19 $91,102 - $100,493	467 Added 2.87%	16,730 $3.46 Million
Q4 2020 Feb 17, 2021	SELL	$179.05 - $203.91 $88,629 - $100,935	-495 Reduced 2.95%	16,263 $3.31 Million
Q3 2020 Nov 13, 2020	SELL	$165.52 - $200.94 $335,674 - $407,506	-2,028 Reduced 10.8%	16,758 $3.11 Million
Q2 2020 Aug 13, 2020	SELL	$121.38 - $165.27 $330,274 - $449,699	-2,721 Reduced 12.65%	18,786 $3.07 Million
Q1 2020 May 15, 2020	SELL	$111.48 - $162.1 $252,836 - $367,642	-2,268 Reduced 9.54%	21,507 $2.73 Million
Q4 2019 Feb 14, 2020	BUY	$128.65 - $146.41 $62,909 - $71,594	489 Added 2.1%	23,775 $3.46 Million
Q3 2019 Nov 14, 2019	SELL	$131.73 - $134.87 $683,546 - $699,840	-5,189 Reduced 18.22%	23,286 $3.09 Million
Q2 2019 Aug 13, 2019	BUY	N/A	4,047 Added 16.57%	28,475 $3.69 Million
Q1 2019 May 14, 2019	BUY	N/A	529 Added 2.21%	24,428 $3.04 Million
Q4 2018 Feb 14, 2019	BUY	N/A	23,899 New	23,899 $2.56 Million

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

Ticker MGK
Sector ETFs
Industry ETFs

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United Capital Financial Advisers, LLC Vanguard Mega Cap Growth ETF Transaction History