Vista Wealth Management Group, LLC Vanguard Mega Cap Growth ETF Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 2,062 shares of MGK stock, worth $842,450. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,062
Previous 2,062
-0.0%
Holding current value
$842,450
Previous $708,000
10.17%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
1,010Shares Held
42.3MCall Options Held
84.7KPut Options Held
77.8K-
Assetmark, Inc8.59MShares$3.51 Billion7.4% 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