BFG
MGC icon

Berger Financial Group’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Berger Financial Group’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
2024
Q2 		– Sell
-2,052
Closed -$383K – 371
2024
Q1 		$383K Buy
2,052
+2
+0.1% +$357 0.03% 240
2023
Q4 		$347K Buy
2,050
+646
+46% +$103K 0.04% 207
2023
Q3 		$213K Buy
1,404
+2
+0.1% +$315 0.02% 263
2023
Q2 		$219K Buy
1,402
+2
+0.1% +$296 0.02% 264
2023
Q1 		$200K Buy
+1,400
New +$194K 0.02% 262
2022
Q3 		– Sell
-1,742
Closed -$230K – 250
2022
Q2 		$230K Sell
1,742
-348
-17% -$49.8K 0.03% 215
2022
Q1 		$332K Buy
2,090
+702
+51% +$110K 0.04% 191
2021
Q4 		$233K Buy
+1,388
New +$226K 0.03% 237

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return