KJWM
MGC icon

Kiley Juergens Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-50
Closed -$5K – 409
2018
Q3 		$5K Buy
+50
New +$4.92K ﹤0.01% 530

Other funds holding MGC

Bank of America
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
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kiley Juergens Wealth Management's MGC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2018, closing a stake of 50 shares — an estimated $5K sold.

Kiley Juergens Wealth Management first reported a position in MGC in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 138 funds tracked by Wall St. Rank hold MGC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 50 Vanguard Morningstar Mega Cap ETF shares in Q4 2018, an estimated $5K.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $5K in Q3 2018.
  • 138 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.