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Garden State Investment Advisory Services’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Garden State Investment Advisory Services’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
2026
Q1 		$324K Buy
1,371
+2
+0.1% +$496 0.07% 215
2025
Q4 		$344K Buy
1,369
+2
+0.1% +$497 0.08% 211
2025
Q3 		$334K Buy
1,367
+3
+0.2% +$702 0.07% 210
2025
Q2 		$307K Buy
1,364
+150
+12% +$31K 0.08% 221
2025
Q1 		$245K Buy
1,214
+1
+0.1% +$213 0.08% 207
2024
Q4 		$258K Hold
1,213
– – 0.08% 206
2024
Q3 		$251K Hold
1,213
– – 0.08% 191
2024
Q2 		$239K Hold
1,213
– – 0.08% 191
2024
Q1 		$227K Hold
1,213
– – 0.08% 198
2023
Q4 		$205K Sell
1,213
-440
-27% -$70K 0.08% 197
2023
Q3 		$251K Sell
1,653
-60
-4% -$9.45K 0.12% 155
2023
Q2 		$268K Hold
1,713
– – 0.11% 155
2023
Q1 		$245K Hold
1,713
– – 0.11% 159
2022
Q4 		$227K Buy
+1,713
New +$229K 0.13% 157

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 $530B 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return