Capstone Wealth Management Group, LLC Vanguard Mega Cap Value Transaction History
Capstone Wealth Management Group, LLC
- $236 Million
- Q3 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 44,029 shares of MGV stock, worth $6.1 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
44,029
Previous 37,775
16.56%
Holding current value
$6.1 Million
Previous $4.96 Million
22.36%
% of portfolio
2.57%
Previous 4.77%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
560Shares Held
55.4MCall Options Held
13.5KPut Options Held
2.4K-
Assetmark, Inc15.1MShares$2.09 Billion4.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.32MShares$598 Million0.04% of portfolio
-
Morgan Stanley New York, NY3MShares$416 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.04MShares$283 Million0.07% of portfolio
-
Ubs Group Ag1.75MShares$243 Million0.04% of portfolio