Cassady Schiller Wealth Management, LLC Vanguard Mega Cap Value Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 4,195 shares of MGV stock, worth $580,923. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,195
Previous 4,195 -0.0%
Holding current value
$580,923
Previous $538,000 2.79%
% of portfolio
0.2%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$108.33 - $119.51 $21,124 - $23,304
195 Added 4.88%
4,195 $501,000
Q4 2023

Feb 09, 2024
BUY
$97.07 - $109.74 $388,280 - $438,960
4,000 New
4,000 $437,000

Others Institutions Holding MGV

# of Institutions
561
Shares Held
55.3M
Call Options Held
13.5K
Put Options Held
2.4K
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
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