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

Regal 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
2015
Q4 		– Sell
-109
Closed -$7K – 639
2015
Q3 		$7K Sell
109
-561
-84% -$38.8K ﹤0.01% 762
2015
Q2 		$47K Sell
670
-35
-5% -$2.51K 0.01% 425
2015
Q1 		$50K Sell
705
-6
-0.8% -$423 0.01% 431
2014
Q4 		$50K Hold
711
– – 0.01% 398
2014
Q3 		$48K Sell
711
-16
-2% -$1.08K 0.01% 420
2014
Q2 		$49K Sell
727
-288
-28% -$18.7K 0.02% 392
2014
Q1 		$65K Buy
1,015
+198
+24% +$12.4K 0.03% 317
2013
Q4 		$52K Sell
817
-704
-46% -$42.6K 0.03% 285
2013
Q3 		$87K Buy
1,521
+235
+18% +$13.5K 0.05% 249
2013
Q2 		$70K Buy
+1,286
New +$70.8K 0.04% 265

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