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Ferris Capital’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Ferris Capital’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
Q2 		– Sell
-577
Closed -$56K – 439
2019
Q1 		$56K Sell
577
-223
-28% -$21K 0.02% 261
2018
Q4 		$70K Hold
800
– – 0.03% 220
2018
Q3 		$80K Hold
800
– – 0.03% 221
2018
Q2 		$75K Hold
800
– – 0.03% 220
2018
Q1 		$72K Buy
+800
New +$75.3K 0.03% 254
2017
Q3 		– Sell
-800
Closed -$66K – 412
2017
Q2 		$66K Buy
+800
New +$65.7K 0.03% 228

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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