AWM
MGC icon

Avior Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-120
Closed -$25.5K – 1697
2024
Q4 		$25.5K Hold
120
– – ﹤0.01% 1358
2024
Q3 		$24.8K Hold
120
– – ﹤0.01% 1333
2024
Q2 		$23.7K Hold
120
– – ﹤0.01% 1309
2024
Q1 		$22.4K Hold
120
– – ﹤0.01% 1552
2023
Q4 		$20.3K Hold
120
– – ﹤0.01% 884
2023
Q3 		$18.2K Hold
120
– – ﹤0.01% 956
2023
Q2 		$18.8K Buy
120
+25
+26% +$3.69K ﹤0.01% 942
2023
Q1 		$13.6K Hold
95
– – ﹤0.01% 1006
2022
Q4 		$12.6K Buy
95
+10
+12% +$1.34K ﹤0.01% 820
2022
Q3 		$10K Hold
85
– – ﹤0.01% 851
2022
Q2 		$11K Buy
+85
New +$12.2K ﹤0.01% 757

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return