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Abacus Planning Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Abacus Planning Group’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,355
Closed -$441K – 179
2019
Q2 		$441K Buy
+4,355
New +$434K 0.26% 84

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Abacus Planning Group's MGC Position: Q3 2019 in Review

Abacus Planning Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2019, closing a stake of 4,355 shares — an estimated $441K sold.

Abacus Planning Group first reported a position in MGC in Q2 2019 and held it in 1 quarter. The position peaked at $441K in Q2 2019. 155 funds tracked by Wall St. Rank hold MGC as of Q3 2019.

  • Abacus Planning Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Abacus Planning Group sold 4,355 Vanguard Morningstar Mega Cap ETF shares in Q3 2019, an estimated $441K.
  • Abacus Planning Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2019 and held it in 1 quarter.
  • Abacus Planning Group's Vanguard Morningstar Mega Cap ETF position peaked at $441K in Q2 2019.
  • 155 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2019.

Based on Abacus Planning Group's 13F filing for Q3 2019, filed 1 Nov 2019.