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ERTS Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

ERTS Wealth Advisors’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
Q1 		– Sell
-1,032
Closed -$90K – 224
2018
Q4 		$90K Buy
+1,032
New +$96.5K 0.06% 129

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
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
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

ERTS Wealth Advisors's MGC Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2019, closing a stake of 1,032 shares — an estimated $90K sold.

ERTS Wealth Advisors first reported a position in MGC in Q4 2018 and held it in 1 quarter. The position peaked at $90K in Q4 2018. 147 funds tracked by Wall St. Rank hold MGC as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 1,032 Vanguard Morningstar Mega Cap ETF shares in Q1 2019, an estimated $90K.
  • ERTS Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $90K in Q4 2018.
  • 147 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.