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Future Financial Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Future Financial 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
2025
Q4 		– Sell
-200
Closed -$48.8K – 304
2025
Q3 		$48.8K Hold
200
– – 0.03% 256
2025
Q2 		$45K Hold
200
– – 0.03% 258
2025
Q1 		$40.3K Hold
200
– – 0.03% 258
2024
Q4 		$42.5K Hold
200
– – 0.03% 253
2024
Q3 		$41.3K Buy
+200
New +$39.9K 0.03% 276
2024
Q2 		– Sell
-200
Closed -$37.4K – 314
2024
Q1 		$37.4K Buy
+200
New +$35.7K 0.03% 293
2022
Q2 		– Sell
-200
Closed -$32K – 345
2022
Q1 		$32K Sell
200
-160
-44% -$25.1K 0.03% 320
2021
Q4 		$61K Buy
+360
New +$58.7K 0.05% 252

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return