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Personal CFO Solutions’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-1,984
Closed -$410K – 556
2024
Q3 		$410K Buy
1,984
+182
+10% +$36.3K 0.06% 312
2024
Q2 		$355K Buy
1,802
+326
+22% +$61.3K 0.05% 332
2024
Q1 		$276K Buy
+1,476
New +$263K 0.04% 421

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Personal CFO Solutions's MGC Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q4 2024, closing a stake of 1,984 shares — an estimated $410K sold.

Personal CFO Solutions first reported a position in MGC in Q1 2024 and held it in 3 quarters. The position peaked at $410K in Q3 2024. 460 funds tracked by Wall St. Rank hold MGC as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 1,984 Vanguard Mega Cap 300 Index ETF shares in Q4 2024, an estimated $410K.
  • Personal CFO Solutions first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2024 and held it in 3 quarters.
  • Personal CFO Solutions's Vanguard Mega Cap 300 Index ETF position peaked at $410K in Q3 2024.
  • 460 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.