Hexagon Capital Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Hexagon Capital 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
2024 Q2	–	Sell	-20	Closed	-$3.67K	–	1502
2024 Q1	$3.67K	Hold	20	–	–	﹤0.01%	1047
2023 Q4	$3.31K	Hold	20	–	–	﹤0.01%	1049
2023 Q3	$2.96K	Buy	20 +1	+5%	+$157	﹤0.01%	998
2023 Q2	$3.04K	Hold	19	–	–	﹤0.01%	998
2023 Q1	$2.77K	Hold	19	–	–	﹤0.01%	999
2022 Q4	$2.55K	Hold	19	–	–	﹤0.01%	1046
2022 Q3	$2K	Buy	19 +1	+6%	+$139	﹤0.01%	1120
2022 Q2	$2K	Buy	18 +1	+6%	+$143	﹤0.01%	975
2022 Q1	$3K	Buy	17 +4	+31%	+$628	﹤0.01%	770
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	768
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	771
2021 Q2	$2K	Buy	+13	New	+$1.92K	﹤0.01%	733

Other funds holding MGC

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

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

WCWM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Hexagon Capital Partners's MGC Position: Q2 2024 in Review

Hexagon Capital Partners sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2024, closing a stake of 20 shares — an estimated $3.67K sold.

Hexagon Capital Partners first reported a position in MGC in Q2 2021 and held it in 12 quarters. The position peaked at $3.67K in Q1 2024. 422 funds tracked by Wall St. Rank hold MGC as of Q2 2024.

Hexagon Capital Partners reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2024 after selling out during the quarter.
Hexagon Capital Partners sold 20 Vanguard Morningstar Mega Cap ETF shares in Q2 2024, an estimated $3.67K.
Hexagon Capital Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2021 and held it in 12 quarters.
Hexagon Capital Partners's Vanguard Morningstar Mega Cap ETF position peaked at $3.67K in Q1 2024.
422 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2024.

Based on Hexagon Capital Partners's 13F filing for Q2 2024, filed 12 Jul 2024.