Mokosak Advisory Group, LLC Vanguard S&P Small Cap 600 Val Transaction History
Mokosak Advisory Group, LLC
- $303 Million
- Q1 2024
A detailed history of Mokosak Advisory Group, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Mokosak Advisory Group, LLC holds 86,729 shares of VIOV stock, worth $7.21 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
86,729
Previous 83,165
4.29%
Holding current value
$7.21 Million
Previous $7.36 Million
4.18%
% of portfolio
2.53%
Previous 2.64%
Shares
17 transactions
Others Institutions Holding VIOV
# of Institutions
174Shares Held
6.67MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC580KShares$48.2 Million5.7% of portfolio
-
Ubs Group Ag388KShares$32.2 Million0.01% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL362KShares$30.1 Million1.14% of portfolio
-
Atria Investments LLC Charlotte, NC356KShares$29.6 Million0.46% of portfolio
-
Morgan Stanley New York, NY297KShares$24.6 Million0.0% of portfolio