Capital Advantage, Inc. Vanguard Mega Cap Value Transaction History
Capital Advantage, Inc.
- $547 Million
- Q4 2024
A detailed history of Capital Advantage, Inc. transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Capital Advantage, Inc. holds 199,356 shares of MGV stock, worth $26.2 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
199,356
Previous 197,279
1.05%
Holding current value
$26.2 Million
Previous $25.3 Million
1.6%
% of portfolio
4.56%
Previous 4.87%
Shares
30 transactions
Others Institutions Holding MGV
# of Institutions
477Shares Held
75MCall Options Held
3.2KPut Options Held
300-
Wealthfront Advisers LLC27.2MShares$3.58 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.89 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$509 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$374 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$233 Million0.04% of portfolio