Vsm Wealth Advisory, LLC Vanguard Mega Cap Value Transaction History
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 7,899 shares of MGV stock, worth $1.01 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
7,899
Previous 7,954
0.69%
Holding current value
$1.01 Million
Previous $994 Million
2.43%
% of portfolio
0.37%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
518Shares Held
49.3MCall Options Held
37.3KPut Options Held
2.7K-
Assetmark, Inc14.8MShares$1.89 Billion5.27% of portfolio
-
Bank Of America Corp Charlotte, NC4.07MShares$518 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.89MShares$368 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$217 Million0.06% of portfolio
-
Ubs Group Ag1.68MShares$214 Million0.04% of portfolio