Koesten Hirschmann & Crabtree’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Koesten Hirschmann & Crabtree’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
2023 Q2	–	Sell	-119	Closed	-$17K	–	224
2023 Q1	$17K	Buy	+119	New	+$16.5K	0.01%	103

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

NYLIM

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

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

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

LIM

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

Koesten Hirschmann & Crabtree's MGC Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2023, closing a stake of 119 shares — an estimated $17K sold.

Koesten Hirschmann & Crabtree first reported a position in MGC in Q1 2023 and held it in 1 quarter. The position peaked at $17K in Q1 2023. 324 funds tracked by Wall St. Rank hold MGC as of Q2 2023.

Koesten Hirschmann & Crabtree reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2023 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 119 Vanguard Morningstar Mega Cap ETF shares in Q2 2023, an estimated $17K.
Koesten Hirschmann & Crabtree first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2023 and held it in 1 quarter.
Koesten Hirschmann & Crabtree's Vanguard Morningstar Mega Cap ETF position peaked at $17K in Q1 2023.
324 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.