Goal Vest Advisory LLC Vanguard Mega Cap Value Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
A detailed history of Goal Vest Advisory LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Goal Vest Advisory LLC holds 132 shares of MGV stock, worth $17,277. This represents 0.0% of its overall portfolio holdings.
Number of Shares
132Holding current value
$17,277% of portfolio
0.0%Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
449Shares Held
47.4MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.83 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$491 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$368 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$252 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$235 Million0.05% of portfolio