Bsw Wealth Partners Vanguard Mega Cap Value Transaction History
Bsw Wealth Partners
- $606 Million
- Q2 2024
A detailed history of Bsw Wealth Partners transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Bsw Wealth Partners holds 81,772 shares of MGV stock, worth $10.2 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
81,772
Previous 151,329
45.96%
Holding current value
$10.2 Million
Previous $18.1 Million
46.43%
% of portfolio
1.6%
Previous 3.08%
Shares
7 transactions
Others Institutions Holding MGV
# of Institutions
398Shares Held
45.6MCall Options Held
400Put Options Held
600-
Assetmark, Inc13.4MShares$1.68 Billion4.96% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$469 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$320 Million0.02% of portfolio
-
Lincoln National Corp1.92MShares$241 Million7.71% of portfolio
-
Ubs Group Ag1.8MShares$225 Million0.05% of portfolio