LWM
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Liberty Wealth Management’s Vanguard Morningstar Mega Cap 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
-791
Closed -$156K – 243
2024
Q2 		$156K Buy
+791
New +$149K 0.03% 198

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Morningstar Mega Cap ETF (MGC) in Q3 2024, closing a stake of 791 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. 427 funds tracked by Wall St. Rank hold MGC as of Q3 2024.

  • Liberty Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 791 Vanguard Morningstar Mega Cap ETF shares in Q3 2024, an estimated $156K.
  • Liberty Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and held it in 1 quarter.
  • Liberty Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $156K in Q2 2024.
  • 427 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2024.

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