Vista Wealth Management Group, LLC Vanguard Mega Cap Growth ETF Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 2,062 shares of MGK stock, worth $714,029. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,062
Previous 2,062
-0.0%
Holding current value
$714,029
Previous $708,000
10.17%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
894Shares Held
38.9MCall Options Held
65.7KPut Options Held
72.6K-
Assetmark, Inc7.72MShares$2.67 Billion6.59% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.53MShares$1.22 Billion30.68% of portfolio
-
Morgan Stanley New York, NY2.28MShares$790 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$690 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.65MShares$573 Million1.32% of portfolio