Strategic Financial Concepts, LLC Vanguard Mega Cap Value Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 1,962 shares of MGV stock, worth $257,532. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,962
Previous 2,094
6.3%
Holding current value
$257,532
Previous $270 Million
4.59%
% of portfolio
0.04%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding MGV
# of Institutions
542Shares Held
52.5MCall Options Held
2.3KPut Options Held
200-
Assetmark, Inc15.2MShares$1.99 Billion4.79% of portfolio
-
Bank Of America Corp Charlotte, NC4.38MShares$576 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.06MShares$402 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$229 Million0.06% of portfolio
-
Ubs Group Ag1.69MShares$222 Million0.04% of portfolio