BCWM
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Bartlett & Co Wealth Management’s Vanguard Mega Cap 300 Index 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

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WCWM
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CB
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Morgan Stanley
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VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AA
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return