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Private Wealth Advisors (Pennsylvania)’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2015
Q4 		– Sell
-12,627
Closed -$824K – 116
2015
Q3 		$824K Sell
12,627
-776
-6% -$53.7K 0.41% 71
2015
Q2 		$942K Sell
13,403
-3,239
-19% -$232K 0.43% 68
2015
Q1 		$1.17M Sell
16,642
-242
-1% -$17.1K 0.55% 56
2014
Q4 		$1.19M Sell
16,884
-431
-2% -$29.6K 0.57% 52
2014
Q3 		$1.17M Buy
17,315
+316
+2% +$21.4K 0.62% 57
2014
Q2 		$1.14M Sell
16,999
-125
-0.7% -$8.13K 0.58% 56
2014
Q1 		$1.09M Sell
17,124
-1,077
-6% -$67.6K 0.6% 57
2013
Q4 		$1.15M Sell
18,201
-473
-3% -$28.6K 0.63% 55
2013
Q3 		$1.07M Sell
18,674
-241
-1% -$13.8K 0.63% 52
2013
Q2 		$1.03M Buy
+18,915
New +$1.04M 0.64% 51

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return