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Forum Financial Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Forum Financial 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
2022
Q2 		– Sell
-1,477
Closed -$234K – 624
2022
Q1 		$234K Hold
1,477
– – 0.01% 498
2021
Q4 		$248K Buy
+1,477
New +$241K 0.01% 510

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forum Financial Management's MGC Position: Q2 2022 in Review

Forum Financial Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2022, closing a stake of 1,477 shares — an estimated $234K sold.

Forum Financial Management first reported a position in MGC in Q4 2021 and held it in 2 quarters. The position peaked at $248K in Q4 2021. 292 funds tracked by Wall St. Rank hold MGC as of Q2 2022.

  • Forum Financial Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Forum Financial Management sold 1,477 Vanguard Morningstar Mega Cap ETF shares in Q2 2022, an estimated $234K.
  • Forum Financial Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's Vanguard Morningstar Mega Cap ETF position peaked at $248K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.