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Bartlett & Co Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Bartlett & Co 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
2019
Q2 		– Sell
-1
Closed -$98 – 793
2019
Q1 		$98 Hold
1
– – ﹤0.01% 728
2018
Q4 		$87 Hold
1
– – ﹤0.01% 682
2018
Q3 		$101 Hold
1
– – ﹤0.01% 691
2018
Q2 		$94 Buy
+1
New +$93 ﹤0.01% 696

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bartlett & Co Wealth Management's MGC Position: Q2 2019 in Review

Bartlett & Co Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2019, closing a stake of 1 share — an estimated $98 sold.

Bartlett & Co Wealth Management first reported a position in MGC in Q2 2018 and held it in 4 quarters. The position peaked at $101 in Q3 2018. 152 funds tracked by Wall St. Rank hold MGC as of Q2 2019.

  • Bartlett & Co Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1 Vanguard Morningstar Mega Cap ETF share in Q2 2019, an estimated $98.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2018 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $101 in Q3 2018.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2019, filed 13 Feb 2024.