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Goldstone Financial Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Goldstone Financial Group’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
-2,468
Closed -$510K – 211
2024
Q3 		$510K Buy
+2,468
New +$492K 0.09% 115
2024
Q2 		– Sell
-2,888
Closed -$540K – 184
2024
Q1 		$540K Buy
+2,888
New +$515K 0.12% 99

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Goldstone Financial Group's MGC Position: Q4 2024 in Review

Goldstone Financial Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2024, closing a stake of 2,468 shares — an estimated $510K sold.

Goldstone Financial Group first reported a position in MGC in Q1 2024 and held it in 2 quarters. The position peaked at $540K in Q1 2024. 460 funds tracked by Wall St. Rank hold MGC as of Q4 2024.

  • Goldstone Financial Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 2,468 Vanguard Morningstar Mega Cap ETF shares in Q4 2024, an estimated $510K.
  • Goldstone Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and held it in 2 quarters.
  • Goldstone Financial Group's Vanguard Morningstar Mega Cap ETF position peaked at $540K in Q1 2024.
  • 460 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2024.

Based on Goldstone Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.