Accurate Wealth Management, LLC Vanguard Mega Cap Value Transaction History
Accurate Wealth Management, LLC
- $688 Million
- Q4 2025
A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,751 shares of MGV stock, worth $657,918. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,751
Previous 4,799
1.0%
Holding current value
$657,918
Previous $661,000
0.61%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
573Shares Held
55.8MCall Options Held
13.5KPut Options Held
2.4K-
Assetmark, Inc15.1MShares$2.09 Billion4.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.32MShares$598 Million0.04% of portfolio
-
Morgan Stanley New York, NY3MShares$416 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.04MShares$283 Million0.07% of portfolio
-
Ubs Group Ag1.75MShares$243 Million0.04% of portfolio