EWM
MGC icon

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

Executive 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
-412
Closed -$42K – 525
2019
Q2 		$42K Buy
412
+400
+3,333% +$39.8K 0.01% 330
2019
Q1 		$1K Hold
12
– – ﹤0.01% 790
2018
Q4 		$1K Buy
+12
New +$1.12K ﹤0.01% 831

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Executive Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2019, closing a stake of 412 shares — an estimated $42K sold.

Executive Wealth Management first reported a position in MGC in Q4 2018 and held it in 3 quarters. The position peaked at $42K in Q2 2019. 155 funds tracked by Wall St. Rank hold MGC as of Q3 2019.

  • Executive Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 412 Vanguard Morningstar Mega Cap ETF shares in Q3 2019, an estimated $42K.
  • Executive Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $42K in Q2 2019.
  • 155 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.