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Global Financial Private Capital’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Global Financial Private Capital’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
Q3 		– Sell
-73
Closed -$7K – 429
2019
Q2 		$7K Buy
+73
New +$7.27K ﹤0.01% 385

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Financial Private Capital's MGC Position: Q3 2019 in Review

Global Financial Private Capital sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2019, closing a stake of 73 shares — an estimated $7K sold.

Global Financial Private Capital first reported a position in MGC in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 155 funds tracked by Wall St. Rank hold MGC as of Q3 2019.

  • Global Financial Private Capital reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Global Financial Private Capital sold 73 Vanguard Morningstar Mega Cap ETF shares in Q3 2019, an estimated $7K.
  • Global Financial Private Capital first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2019 and held it in 1 quarter.
  • Global Financial Private Capital's Vanguard Morningstar Mega Cap ETF position peaked at $7K in Q2 2019.
  • 155 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2019.

Based on Global Financial Private Capital's 13F filing for Q3 2019, filed 13 Nov 2019.