Cassaday & CO Wealth Management LLC Vanguard Mega Cap Value Transaction History
Cassaday & CO Wealth Management LLC
- $3.53 Billion
- Q3 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 6,667 shares of MGV stock, worth $874,443. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,667
Previous 6,280
6.16%
Holding current value
$874,443
Previous $744,000
14.92%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
418Shares Held
46.9MCall Options Held
400Put Options Held
600-
Assetmark, Inc14MShares$1.83 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$492 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$336 Million0.02% of portfolio
-
Lincoln National Corp1.93MShares$253 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$236 Million0.05% of portfolio