Harvest Group Wealth Management’s Vanguard Morningstar Mega Cap 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	–	–	432
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%	961
2019 Q1	$1K	Buy	+7	New	+$658	﹤0.01%	799

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harvest Group Wealth Management's MGC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2021, closing a stake of 1 share.

Harvest Group Wealth Management first reported a position in MGC in Q1 2019 and held it in 8 quarters. The position peaked at $16K in Q3 2020. 258 funds tracked by Wall St. Rank hold MGC as of Q1 2021.

Harvest Group Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 1 Vanguard Morningstar Mega Cap ETF share in Q1 2021.
Harvest Group Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $16K in Q3 2020.
258 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.