Acima Private Wealth’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Acima Private Wealth’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
2026 Q2	$57.5K	Hold	210	–	–	0.02%	139
2026 Q1	$49.6K	Hold	210	–	–	0.02%	145
2025 Q4	$52.7K	Hold	210	–	–	0.02%	140
2025 Q3	$51.3K	Hold	210	–	–	0.02%	145
2025 Q2	$47.2K	Hold	210	–	–	0.02%	149
2025 Q1	$42.3K	Hold	210	–	–	0.02%	153
2024 Q4	$44.7K	Hold	210	–	–	0.02%	155
2024 Q3	$43.4K	Hold	210	–	–	0.01%	155
2024 Q2	$41.4K	Hold	210	–	–	0.02%	154
2024 Q1	$39.2K	Sell	210 -28	-12%	-$4.99K	0.01%	159
2023 Q4	$40.3K	Buy	+238	New	+$37.8K	0.02%	168

Other funds holding MGC

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return