PWMG
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Prestige Wealth Management Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Prestige Wealth Management Group’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
2019
Q4 		– Sell
-455
Closed -$47K – 633
2019
Q3 		$47K Hold
455
– – 0.03% 204
2019
Q2 		$46K Hold
455
– – 0.03% 203
2019
Q1 		$44K Hold
455
– – 0.03% 194
2018
Q4 		$40K Buy
+455
New +$42.5K 0.03% 215

Other funds holding MGC

Bank of America
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
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Prestige Wealth Management Group's MGC Position: Q4 2019 in Review

Prestige Wealth Management Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2019, closing a stake of 455 shares — an estimated $47K sold.

Prestige Wealth Management Group first reported a position in MGC in Q4 2018 and held it in 4 quarters. The position peaked at $47K in Q3 2019. 182 funds tracked by Wall St. Rank hold MGC as of Q4 2019.

  • Prestige Wealth Management Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 455 Vanguard Morningstar Mega Cap ETF shares in Q4 2019, an estimated $47K.
  • Prestige Wealth Management Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's Vanguard Morningstar Mega Cap ETF position peaked at $47K in Q3 2019.
  • 182 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2019.

Based on Prestige Wealth Management Group's 13F filing for Q4 2019, filed 28 Jan 2020.