Capital Planning LLC Vanguard Mega Cap Value Transaction History
Capital Planning LLC
- $362 Million
- Q4 2024
A detailed history of Capital Planning LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Capital Planning LLC holds 108,472 shares of MGV stock, worth $14.4 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
108,472
Previous 104,231
4.07%
Holding current value
$14.4 Million
Previous $13.4 Million
1.34%
% of portfolio
3.75%
Previous 3.9%
Shares
17 transactions
Others Institutions Holding MGV
# of Institutions
484Shares Held
75.1MCall Options Held
2.5KPut Options Held
400-
Wealthfront Advisers LLC27.2MShares$3.6 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.9 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$513 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$377 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$235 Million0.04% of portfolio