CFO
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CVA Family Office’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

CVA Family Office’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
Q3 		– Sell
-20
Closed -$3.13K – 666
2023
Q2 		$3.13K Hold
20
– – ﹤0.01% 853
2023
Q1 		$2.86K Hold
20
– – ﹤0.01% 834
2022
Q4 		$2.65K Hold
20
– – ﹤0.01% 801
2022
Q3 		$2K Hold
20
– – ﹤0.01% 811
2022
Q2 		$3K Hold
20
– – ﹤0.01% 800
2022
Q1 		$3K Hold
20
– – ﹤0.01% 833
2021
Q4 		$3K Buy
+20
New +$3.26K ﹤0.01% 807
2021
Q3 		– Sell
-20
Closed -$3K – 665
2021
Q2 		$3K Hold
20
– – ﹤0.01% 842
2021
Q1 		$3K Buy
+20
New +$2.74K ﹤0.01% 680

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return