West Financial Advisors, LLC Vanguard Mega Cap ETF Transaction History
West Financial Advisors, LLC
- $518 Million
- Q3 2024
A detailed history of West Financial Advisors, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 3,800 shares of MGC stock, worth $817,570. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,800
Previous 3,827
0.71%
Holding current value
$817,570
Previous $755,000
3.97%
% of portfolio
0.15%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding MGC
# of Institutions
454Shares Held
15.3MCall Options Held
14.2KPut Options Held
1.3K-
Bank Of America Corp Charlotte, NC1.61MShares$347 Million0.03% of portfolio
-
Morgan Stanley New York, NY631KShares$136 Million0.01% of portfolio
-
New York Life Investment Management LLC New York, NY520KShares$112 Million1.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN509KShares$110 Million0.03% of portfolio
-
Wooster Corthell Wealth Management, Inc.487KShares$105 Million21.47% of portfolio