Sonoma Private Wealth LLC Vanguard Mega Cap Value Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,706 shares of MGV stock, worth $346,205. This represents 0.52% of its overall portfolio holdings.
Number of Shares
2,706
Previous 2,706
-0.0%
Holding current value
$346,205
Previous $323 Million
0.85%
% of portfolio
0.52%
Previous 0.52%
Shares
6 transactions
Others Institutions Holding MGV
# of Institutions
402Shares Held
45.6MCall Options Held
400Put Options Held
600-
Assetmark, Inc13.4MShares$1.72 Billion4.96% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$480 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$328 Million0.02% of portfolio
-
Lincoln National Corp1.92MShares$246 Million7.71% of portfolio
-
Ubs Group Ag1.8MShares$230 Million0.05% of portfolio