West Financial Advisors, LLC Vanguard Mega Cap ETF Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 2024
A detailed history of West Financial Advisors, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 3,730 shares of MGC stock, worth $776,697. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,730
Previous 3,800
1.84%
Holding current value
$776,697
Previous $785,000
1.02%
% of portfolio
0.15%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding MGC
# of Institutions
493Shares Held
15.7MCall Options Held
14.3KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.61MShares$334 Million0.03% of portfolio
-
Morgan Stanley New York, NY641KShares$133 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA554KShares$115 Million0.03% of portfolio
-
New York Life Investment Management LLC New York, NY537KShares$112 Million1.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN528KShares$110 Million0.03% of portfolio