Capstone Wealth Management Group, LLC Vanguard Mega Cap Value 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 Value stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 37,775 shares of MGV stock, worth $5.22 Million. This represents 4.77% of its overall portfolio holdings.
Number of Shares
37,775
Previous 19,253
96.2%
Holding current value
$5.22 Million
Previous $2.48 Million
99.84%
% of portfolio
4.77%
Previous 1.45%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
548Shares Held
54.1MCall Options Held
2.3KPut Options Held
200-
Assetmark, Inc15.2MShares$2.1 Billion4.79% of portfolio
-
Bank Of America Corp Charlotte, NC4.38MShares$606 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.06MShares$423 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$241 Million0.06% of portfolio
-
Ubs Group Ag1.69MShares$233 Million0.04% of portfolio