Macroview Investment Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Macroview Investment 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
2022 Q3	–	Sell	-262	Closed	-$35K	–	472
2022 Q2	$35K	Buy	262 +1	+0.4%	+$143	0.06%	105
2022 Q1	$42K	Hold	261	–	–	0.06%	104
2021 Q4	$44K	Buy	261 +1	+0.4%	+$163	0.06%	98
2021 Q3	$40K	Hold	260	–	–	0.05%	100
2021 Q2	$40K	Buy	260 +2	+0.8%	+$296	0.05%	103
2021 Q1	$36K	Hold	258	–	–	0.05%	102
2020 Q4	$34K	Buy	258 +1	+0.4%	+$126	0.05%	102
2020 Q3	$31K	Buy	257 +1	+0.4%	+$118	0.05%	99
2020 Q2	$28K	Buy	256 +1	+0.4%	+$103	0.06%	94
2020 Q1	$23K	Buy	+255	New	+$27.2K	0.05%	93

Other funds holding MGC

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

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 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 22.96% 1-Year Est. Return

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

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

NYLIM

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

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

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

Macroview Investment Management's MGC Position: Q3 2022 in Review

Macroview Investment Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2022, closing a stake of 262 shares — an estimated $35K sold.

Macroview Investment Management first reported a position in MGC in Q1 2020 and held it in 10 quarters. The position peaked at $44K in Q4 2021. 283 funds tracked by Wall St. Rank hold MGC as of Q3 2022.

Macroview Investment Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2022 after selling out during the quarter.
Macroview Investment Management sold 262 Vanguard Morningstar Mega Cap ETF shares in Q3 2022, an estimated $35K.
Macroview Investment Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and held it in 10 quarters.
Macroview Investment Management's Vanguard Morningstar Mega Cap ETF position peaked at $44K in Q4 2021.
283 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2022.

Based on Macroview Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.