Doyle Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Doyle 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
2019 Q3	–	Sell	-1,251	Closed	-$127K	–	528
2019 Q2	$127K	Buy	+1,251	New	+$125K	0.02%	243
2019 Q1	–	Sell	-1,607	Closed	-$140K	–	513
2018 Q4	$140K	Sell	1,607 -510	-24%	-$47.7K	0.02%	214
2018 Q3	$213K	Buy	+2,117	New	+$208K	0.03%	184

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 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

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

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

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

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

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Doyle Wealth Management's MGC Position: Q3 2019 in Review

Doyle Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2019, closing a stake of 1,251 shares — an estimated $127K sold.

Doyle Wealth Management first reported a position in MGC in Q3 2018 and held it in 3 quarters. The position peaked at $213K in Q3 2018. 155 funds tracked by Wall St. Rank hold MGC as of Q3 2019.

Doyle Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,251 Vanguard Morningstar Mega Cap ETF shares in Q3 2019, an estimated $127K.
Doyle Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2018 and held it in 3 quarters.
Doyle Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $213K in Q3 2018.
155 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.