SWM
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SeaCrest Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-330
Closed -$43K – 1134
2022
Q2 		$43K Buy
+330
New +$47.3K 0.01% 1186
2019
Q2 		– Sell
-330
Closed -$32K – 1307
2019
Q1 		$32K Sell
330
-72
-18% -$6.77K 0.01% 1089
2018
Q4 		$35K Hold
402
– – 0.01% 1025
2018
Q3 		$40K Buy
402
+72
+22% +$7.08K 0.01% 1092
2018
Q2 		$31K Hold
330
– – 0.01% 1179
2018
Q1 		$30K Hold
330
– – 0.01% 1171
2017
Q4 		$30K Buy
+330
New +$29.5K 0.01% 1182

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return