Sheets Smith Wealth Management Vanguard Mega Cap ETF Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 3,300 shares of MGC stock, worth $677,424. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,300
Previous 3,200
3.13%
Holding current value
$677,424
Previous $597,000
9.05%
% of portfolio
0.08%
Previous 0.07%
Shares
14 transactions
Others Institutions Holding MGC
# of Institutions
444Shares Held
15MCall Options Held
14.4KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.59MShares$326 Million0.03% of portfolio
-
Morgan Stanley New York, NY631KShares$129 Million0.01% of portfolio
-
New York Life Investment Management LLC New York, NY602KShares$124 Million1.27% of portfolio
-
Wooster Corthell Wealth Management, Inc.490KShares$101 Million21.86% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN486KShares$99.8 Million0.03% of portfolio