LWM
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Liberty Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Liberty 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
2024
Q3 		– Sell
-155,817
Closed -$156K – 243
2024
Q2 		$156K Buy
+155,817
New +$29.3M 0.03% 198

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Liberty Wealth Management's MGC Position: Q3 2024 in Review

Liberty Wealth Management sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q3 2024, closing a stake of 155,817 shares — an estimated $156K sold.

Liberty Wealth Management first reported a position in MGC in Q2 2024 and held it in 1 quarter. The position peaked at $156K in Q2 2024. 425 funds tracked by Wall St. Rank hold MGC as of Q3 2024.

  • Liberty Wealth Management reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 155,817 Vanguard Mega Cap 300 Index ETF shares in Q3 2024, an estimated $156K.
  • Liberty Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2024 and held it in 1 quarter.
  • Liberty Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $156K in Q2 2024.
  • 425 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.