Perigon Wealth Management, LLC Vanguard Mega Cap Value Transaction History
Perigon Wealth Management, LLC
- $5.25 Billion
- Q4 2025
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 1,500 shares of MGV stock, worth $207,719. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$207,719
Previous $206,000
0.49%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
574Shares Held
56.1MCall Options Held
13.5KPut Options Held
2.4K-
Assetmark, Inc15.4MShares$2.14 Billion4.5% 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