SPC
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Sigma Planning Corp’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Sigma Planning Corp’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
2023
Q1 		– Sell
-10,744
Closed -$1.42M – 1340
2022
Q4 		$1.42M Sell
10,744
-2,419
-18% -$323K 0.05% 368
2022
Q3 		$1.64M Sell
13,163
-1,332
-9% -$185K 0.06% 307
2022
Q2 		$1.91M Buy
14,495
+10,581
+270% +$1.52M 0.07% 289
2022
Q1 		$623K Sell
3,914
-51
-1% -$8K 0.02% 749
2021
Q4 		$667K Sell
3,965
-307
-7% -$50.1K 0.02% 715
2021
Q3 		$651K Sell
4,272
-14
-0.3% -$2.2K 0.02% 702
2021
Q2 		$653K Sell
4,286
-9,575
-69% -$1.42M 0.02% 724
2021
Q1 		$1.94M Buy
13,861
+2,069
+18% +$284K 0.06% 316
2020
Q4 		$1.57M Sell
11,792
-806
-6% -$102K 0.05% 328
2020
Q3 		$1.51M Buy
+12,598
New +$1.49M 0.06% 305

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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