Cassaday & CO Wealth Management LLC Vanguard Mega Cap Value Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 6,280 shares of MGV stock, worth $805,912. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,280
Previous 3,261
92.58%
Holding current value
$805,912
Previous $389,000
91.26%
% of portfolio
0.03%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
402Shares Held
45.6MCall Options Held
400Put Options Held
600-
Assetmark, Inc13.4MShares$1.72 Billion4.96% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$481 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$329 Million0.02% of portfolio
-
Lincoln National Corp1.92MShares$247 Million7.71% of portfolio
-
Ubs Group Ag1.8MShares$231 Million0.05% of portfolio