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RE Dickinson Investment Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

RE Dickinson Investment Advisors’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 		$2.85M Buy
1,340
+1,310
+4,367% +$278K 0.16% 40
2024
Q3 		$6.2K Buy
+30
New +$5.99K ﹤0.01% 178
2023
Q1 		– Sell
-41
Closed -$5K – 411
2022
Q4 		$5K Hold
41
– – ﹤0.01% 293
2022
Q3 		$5K Hold
41
– – ﹤0.01% 182
2022
Q2 		$5 Hold
41
– – ﹤0.01% 204
2022
Q1 		$7K Sell
41
-59
-59% -$9.26K ﹤0.01% 195
2021
Q4 		$17K Buy
+100
New +$16.3K 0.01% 151

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 $501B 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 $431B 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 $376B AUM 19.32% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return