BDO Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$9.55K	Hold	61	–	–	﹤0.01%	702
2023 Q1	$8.71K	Hold	61	–	–	﹤0.01%	726
2022 Q4	$8.02K	Buy	61 +1	+2%	+$134	﹤0.01%	718
2022 Q3	$7K	Hold	60	–	–	﹤0.01%	777
2022 Q2	$8K	Hold	60	–	–	﹤0.01%	716
2022 Q1	$10K	Hold	60	–	–	﹤0.01%	733
2021 Q4	$10K	Buy	60 +1	+2%	+$163	﹤0.01%	728
2021 Q3	$9K	Hold	59	–	–	﹤0.01%	746
2021 Q2	$9K	Sell	59 -20	-25%	-$2.96K	﹤0.01%	767
2021 Q1	$11K	Sell	79 -45	-36%	-$6.17K	﹤0.01%	720
2020 Q4	$17K	Sell	124 -19	-13%	-$2.4K	﹤0.01%	478
2020 Q3	$17K	Sell	143 -15	-9%	-$1.77K	﹤0.01%	440
2020 Q2	$17K	Sell	158 -49	-24%	-$5.07K	﹤0.01%	446
2020 Q1	$19K	Buy	207 +1	+0.5%	+$107	﹤0.01%	459
2019 Q4	$23K	Hold	206	–	–	0.01%	376
2019 Q3	$21K	Hold	206	–	–	0.01%	395
2019 Q2	$21K	Sell	206 -55	-21%	-$5.48K	0.01%	387
2019 Q1	$25K	Hold	261	–	–	0.01%	349
2018 Q4	$23K	Hold	261	–	–	0.01%	331
2018 Q3	$26K	Hold	261	–	–	0.01%	355
2018 Q2	$24K	Hold	261	–	–	0.01%	368
2018 Q1	$24K	Buy	+261	New	+$24.6K	0.01%	313
2017 Q3	–	Sell	-393	Closed	-$33K	–	506
2017 Q2	$33K	Buy	+393	New	+$32.3K	0.01%	260

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

BDO Wealth Advisors's MGC Position: Q2 2023 in Review

BDO Wealth Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2023 at 61 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

BDO Wealth Advisors first reported a position in MGC in Q2 2017 and has held it in 23 quarters since. The position peaked at $33K in Q2 2017. 324 funds tracked by Wall St. Rank hold MGC as of Q2 2023.

BDO Wealth Advisors held 61 shares of Vanguard Morningstar Mega Cap ETF worth $9.55K as of Q2 2023.
BDO Wealth Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2023.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #702 holding.
BDO Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $33K in Q2 2017.
324 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.