GGS
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Galvin Gaustad & Stein’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Galvin Gaustad & Stein’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
2024
Q4 		– Sell
-1,000
Closed -$207K – 190
2024
Q3 		$207K Buy
+1,000
New +$200K 0.02% 180
2021
Q4 		– Sell
-1,350
Closed -$206K – 182
2021
Q3 		$206K Sell
1,350
-225
-14% -$35.4K 0.02% 175
2021
Q2 		$240K Hold
1,575
– – 0.02% 176
2021
Q1 		$221K Hold
1,575
– – 0.02% 179
2020
Q4 		$210K Buy
+1,575
New +$199K 0.02% 181

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 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
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return