Capstone Wealth Management Group, LLC Vanguard Mega Cap Growth ETF Transaction History
Capstone Wealth Management Group, LLC
- $236 Million
- Q3 2025
A detailed history of Capstone Wealth Management Group, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 31,093 shares of MGK stock, worth $12.7 Million. This represents 5.31% of its overall portfolio holdings.
Number of Shares
31,093
Previous 28,092
10.68%
Holding current value
$12.7 Million
Previous $10.3 Million
21.64%
% of portfolio
5.31%
Previous 9.89%
Shares
16 transactions
Others Institutions Holding MGK
# of Institutions
996Shares Held
42.1MCall Options Held
84.7KPut Options Held
77.8K-
Assetmark, Inc8.5MShares$3.47 Billion7.51% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.72MShares$1.52 Billion34.63% of portfolio
-
Morgan Stanley New York, NY2.37MShares$970 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.92MShares$785 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.6MShares$652 Million1.37% of portfolio