Retirement Planning CO Of New England, Inc. Vanguard Mega Cap Value Transaction History

Retirement Planning CO Of New England, Inc.

$181 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$101.98 - $109.31 $15,297 - $16,396	-150 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$98.51 - $106.97 $14,776 - $16,045	150 New	150 $16,000

Others Institutions Holding MGV

# of Institutions

412

Shares Held

46.2M

Call Options Held

400

Put Options Held

600

Assetmark, Inc

13.4M
Shares

$1.71 Billion
4.96% of portfolio
Bank Of America Corp Charlotte, NC

3.75M
Shares

$478 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.56M
Shares

$327 Million
0.02% of portfolio
Lincoln National Corp

1.93M
Shares

$246 Million
7.96% of portfolio
Ubs Group Ag

1.8M
Shares

$230 Million
0.05% of portfolio

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About VANGUARD MEGA CAP VALUE

Ticker MGV
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