Vsm Wealth Advisory, LLC Vanguard Mega Cap Value Transaction History
Vsm Wealth Advisory, LLC
- $303 Billion
- Q2 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 8,854 shares of MGV stock, worth $1.16 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,854
Previous 7,899
12.09%
Holding current value
$1.16 Million
Previous $1.02 Billion
14.14%
% of portfolio
0.38%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
541Shares Held
51.1MCall Options Held
37.3KPut Options Held
2.7K-
Assetmark, Inc15.2MShares$1.99 Billion4.79% of portfolio
-
Bank Of America Corp Charlotte, NC4.07MShares$534 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.89MShares$379 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$223 Million0.06% of portfolio
-
Ubs Group Ag1.68MShares$221 Million0.04% of portfolio