SS
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Simplicity Solutions’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Simplicity Solutions’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
-78,577
Closed -$10.4M – 680
2022
Q2 		$10.4M Buy
+78,577
New +$11.3M 1.34% 9
2021
Q2 		– Sell
-2,258
Closed -$317K – 555
2021
Q1 		$317K Sell
2,258
-4,995
-69% -$685K 0.07% 314
2020
Q4 		$968K Buy
7,253
+2,207
+44% +$279K 0.01% 549
2020
Q3 		$605K Buy
5,046
+2,981
+144% +$352K 0.01% 591
2020
Q2 		$226K Buy
+2,065
New +$214K ﹤0.01% 794
2019
Q4 		– Sell
-2,796
Closed -$288K – 855
2019
Q3 		$288K Buy
2,796
+411
+17% +$42K 0.01% 560
2019
Q2 		$241K Sell
2,385
-2,450
-51% -$244K 0.01% 575
2019
Q1 		$472K Sell
4,835
-385
-7% -$36.2K 0.03% 409
2018
Q4 		$454K Buy
+5,220
New +$488K 0.06% 334

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 $432B 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 $530B AUM 22.01% 1-Year Est. Return