CWM
MGC icon

Cornerstone Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Cornerstone 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
2018
Q4 		– Sell
-625,654
Closed -$7.17M – 834
2018
Q3 		$7.17M Buy
625,654
+140,938
+29% +$13.9M 0.09% 219
2018
Q2 		$5.17M Buy
484,716
+478,801
+8,095% +$44.5M 0.06% 309
2018
Q1 		$522K Sell
5,915
-264
-4% -$24.8K 0.1% 204
2017
Q4 		$583K Sell
6,179
-992
-14% -$88.7K 0.11% 183
2017
Q3 		$625K Sell
7,171
-203
-3% -$17.2K 0.13% 156
2017
Q2 		$609K Buy
7,374
+794
+12% +$65.2K 0.14% 150
2017
Q1 		$529K Buy
6,580
+3,206
+95% +$255K 0.13% 159
2016
Q4 		$259K Buy
+3,374
New +$252K 0.08% 230

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return