Curio Wealth, LLC Vanguard Mega Cap Value Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Curio Wealth, LLC holds 1,269 shares of MGV stock, worth $165,655. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,269

Holding current value

$165,655

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$124.06 - $133.48 $157,432 - $169,386	1,269 New	1,269 $159 Million

Others Institutions Holding MGV

# of Institutions

468

Shares Held

74.3M

Call Options Held

10.6K

Put Options Held

300

Wealthfront Advisers LLC

27.2M
Shares

$3.55 Billion
2.82% of portfolio
Assetmark, Inc

14.3M
Shares

$1.87 Billion
4.92% of portfolio
Bank Of America Corp Charlotte, NC

3.75M
Shares

$489 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.81M
Shares

$367 Million
0.03% of portfolio
Ubs Group Ag

1.8M
Shares

$235 Million
0.05% of portfolio

View Full List

About VANGUARD MEGA CAP VALUE

Ticker MGV
Sector ETFs
Industry ETFs

More about MGV

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