HGWM
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Harvest Group Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-1
Closed – – 437
2020
Q4 		$0 Sell
1
-135
-99% -$17.1K ﹤0.01% 770
2020
Q3 		$16K Buy
136
+2
+1% +$236 0.01% 187
2020
Q2 		$14K Hold
134
– – 0.01% 190
2020
Q1 		$12K Hold
134
– – 0.01% 186
2019
Q4 		$15K Sell
134
-6
-4% -$641 0.01% 191
2019
Q3 		$14K Buy
140
+133
+1,900% +$13.6K 0.02% 208
2019
Q2 		$0 Hold
7
– – ﹤0.01% 963
2019
Q1 		$1K Buy
+7
New +$658 ﹤0.01% 799

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return