Monument Group Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Monument Group Wealth Advisors, LLC
- $170 Billion
- Q3 2025
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 1,020 shares of MGK stock, worth $416,731. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,020
Previous 1,019
0.1%
Holding current value
$416,731
Previous $373 Million
10.02%
% of portfolio
0.24%
Previous 0.24%
Shares
5 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