Braun-Bostich & Associates’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Braun-Bostich & Associates’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 Q4	–	Sell	-672	Closed	-$81K	–	150
2020 Q3	$81K	Hold	672	–	–	0.08%	133
2020 Q2	$74K	Hold	672	–	–	0.07%	116
2020 Q1	$58K	Hold	672	–	–	0.07%	126
2019 Q4	$76K	Buy	+672	New	+$71.7K	0.07%	129
2019 Q3	–	Sell	-672	Closed	-$68K	–	212
2019 Q2	$68K	Hold	672	–	–	0.07%	166
2019 Q1	$66K	Hold	672	–	–	0.07%	185
2018 Q4	$58K	Hold	672	–	–	0.06%	168
2018 Q3	$68K	Hold	672	–	–	0.07%	163
2018 Q2	$63K	Hold	672	–	–	0.06%	167
2018 Q1	$61K	Hold	672	–	–	0.05%	157
2017 Q4	$62K	Buy	+672	New	+$60.1K	0.05%	163

Other funds holding MGC

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

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

WCWM

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

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

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

Braun-Bostich & Associates's MGC Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2020, closing a stake of 672 shares — an estimated $81K sold.

Braun-Bostich & Associates first reported a position in MGC in Q4 2017 and held it in 11 quarters. The position peaked at $81K in Q3 2020. 246 funds tracked by Wall St. Rank hold MGC as of Q4 2020.

Braun-Bostich & Associates reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 672 Vanguard Morningstar Mega Cap ETF shares in Q4 2020, an estimated $81K.
Braun-Bostich & Associates first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's Vanguard Morningstar Mega Cap ETF position peaked at $81K in Q3 2020.
246 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.