FANJ
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Financial Architects (New Jersey)’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Financial Architects (New Jersey)’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
2017
Q4 		– Sell
-173
Closed -$15K – 1566
2017
Q3 		$15K Hold
173
– – ﹤0.01% 1029
2017
Q2 		$14K Buy
173
+2
+1% +$164 ﹤0.01% 1059
2017
Q1 		$14K Hold
171
– – ﹤0.01% 1048
2016
Q4 		$13K Buy
171
+1
+0.6% +$75 ﹤0.01% 951
2016
Q3 		$13K Buy
170
+1
+0.6% +$74 ﹤0.01% 945
2016
Q2 		$12K Buy
+169
New +$12K ﹤0.01% 922

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
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
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return