Vanguard Capital Wealth Advisors
MTG icon

Vanguard Capital Wealth Advisors’s MGIC Investment MTG Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,500
Closed -$448K – 121
2024
Q3 		$448K Buy
+17,500
New +$422K 0.47% 53

Other funds holding MTG

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Wealth Advisors's MTG Position: Q4 2024 in Review

Vanguard Capital Wealth Advisors sold out of MGIC Investment (MTG) in Q4 2024, closing a stake of 17,500 shares — an estimated $448K sold.

Vanguard Capital Wealth Advisors first reported a position in MTG in Q3 2024 and held it in 1 quarter. The position peaked at $448K in Q3 2024. 410 funds tracked by Wall St. Rank hold MTG as of Q4 2024.

  • Vanguard Capital Wealth Advisors reported no remaining MGIC Investment position as of Q4 2024 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 17,500 MGIC Investment shares in Q4 2024, an estimated $448K.
  • Vanguard Capital Wealth Advisors first reported a position in MGIC Investment in Q3 2024 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's MGIC Investment position peaked at $448K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.