Capstone Wealth Management Group, LLC Vanguard Mega Cap Growth ETF Transaction History
Capstone Wealth Management Group, LLC
- $104 Million
- Q2 2025
A detailed history of Capstone Wealth Management Group, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 28,092 shares of MGK stock, worth $11.3 Million. This represents 9.89% of its overall portfolio holdings.
Number of Shares
28,092
Previous 10,505
167.42%
Holding current value
$11.3 Million
Previous $3.24 Million
217.08%
% of portfolio
9.89%
Previous 1.89%
Shares
15 transactions
Others Institutions Holding MGK
# of Institutions
946Shares Held
40.3MCall Options Held
95KPut Options Held
86.4K-
Assetmark, Inc7.94MShares$3.19 Billion6.99% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.74MShares$1.5 Billion34.34% of portfolio
-
Morgan Stanley New York, NY2.33MShares$938 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$786 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.67MShares$671 Million1.42% of portfolio