HWP
MGC icon

Hefty Wealth Partners’s Vanguard Mega Cap 300 Index 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 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
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return