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Bogart Wealth LLC’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Bogart Wealth LLC’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
2020
Q1 		– Sell
-20
Closed -$2K – 445
2019
Q4 		$2K Buy
+20
New +$2.13K ﹤0.01% 365

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Bogart Wealth LLC's MGC Position: Q1 2020 in Review

Bogart Wealth LLC sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2020, closing a stake of 20 shares — an estimated $2K sold.

Bogart Wealth LLC first reported a position in MGC in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 182 funds tracked by Wall St. Rank hold MGC as of Q1 2020.

  • Bogart Wealth LLC reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Bogart Wealth LLC sold 20 Vanguard Morningstar Mega Cap ETF shares in Q1 2020, an estimated $2K.
  • Bogart Wealth LLC first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2019 and held it in 1 quarter.
  • Bogart Wealth LLC's Vanguard Morningstar Mega Cap ETF position peaked at $2K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2020.

Based on Bogart Wealth LLC's 13F filing for Q1 2020, filed 20 Apr 2020.