Hefty Wealth Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$60K	Sell	661 -161	-20%	-$15.1K	0.04%	134
2017 Q4	$75K	Sell	822 -19	-2%	-$1.7K	0.05%	121
2017 Q3	$73K	Buy	841 +53	+7%	+$4.49K	0.05%	118
2017 Q2	$65K	Buy	788 +5	+0.6%	+$411	0.04%	115
2017 Q1	$63K	Buy	783 +28	+4%	+$2.23K	0.05%	117
2016 Q4	$57K	Buy	755 +25	+3%	+$1.86K	0.05%	111
2016 Q3	$53K	Hold	730	–	–	0.04%	123
2016 Q2	$52K	Buy	730 +650	+813%	+$46K	0.04%	105
2016 Q1	$5K	Sell	80 -568	-88%	-$37.9K	﹤0.01%	171
2015 Q4	$45K	Buy	+648	New	+$45.5K	0.04%	109

Other funds holding MGC

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

WCWM

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

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

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

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hefty Wealth Partners's MGC Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 20% in Q1 2018, selling an estimated $15.1K and leaving 661 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #134.

Hefty Wealth Partners first reported a position in MGC in Q4 2015 and has held it in 10 quarters since. The position peaked at $75K in Q4 2017. 124 funds tracked by Wall St. Rank hold MGC as of Q1 2018.

Hefty Wealth Partners held 661 shares of Vanguard Morningstar Mega Cap ETF worth $60K as of Q1 2018.
Hefty Wealth Partners sold 161 Vanguard Morningstar Mega Cap ETF shares in Q1 2018, an estimated $15.1K.
Vanguard Morningstar Mega Cap ETF made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #134 holding.
Hefty Wealth Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Vanguard Morningstar Mega Cap ETF position peaked at $75K in Q4 2017.
124 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.