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Fusion Family Wealth’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Fusion Family Wealth’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
-50
Closed -$4K – 209
2018
Q4 		$4K Hold
50
– – ﹤0.01% 210
2018
Q3 		$5K Hold
50
– – ﹤0.01% 215
2018
Q2 		$5K Hold
50
– – ﹤0.01% 237
2018
Q1 		$5K Hold
50
– – ﹤0.01% 222
2017
Q4 		$5K Hold
50
– – ﹤0.01% 235
2017
Q3 		$4K Hold
50
– – ﹤0.01% 185
2017
Q2 		$4K Hold
50
– – ﹤0.01% 233
2017
Q1 		$4K Buy
+50
New +$3.97K ﹤0.01% 239

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

Fusion Family Wealth's MGC Position: Q1 2019 in Review

Fusion Family Wealth sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2019, closing a stake of 50 shares — an estimated $4K sold.

Fusion Family Wealth first reported a position in MGC in Q1 2017 and held it in 8 quarters. The position peaked at $5K in Q3 2018. 147 funds tracked by Wall St. Rank hold MGC as of Q1 2019.

  • Fusion Family Wealth reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 50 Vanguard Morningstar Mega Cap ETF shares in Q1 2019, an estimated $4K.
  • Fusion Family Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2017 and held it in 8 quarters.
  • Fusion Family Wealth's Vanguard Morningstar Mega Cap ETF position peaked at $5K in Q3 2018.
  • 147 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.