SGC
MGC icon

Slocum, Gordon & Co’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Slocum, Gordon & Co’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
Q2 		– Sell
-36
Closed -$5.22K – 142
2023
Q1 		$5.22K Hold
36
– – ﹤0.01% 120
2022
Q4 		$4.81K Buy
+36
New +$4.81K ﹤0.01% 118

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Slocum, Gordon & Co's MGC Position: Q2 2023 in Review

Slocum, Gordon & Co sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2023, closing a stake of 36 shares — an estimated $5.22K sold.

Slocum, Gordon & Co first reported a position in MGC in Q4 2022 and held it in 2 quarters. The position peaked at $5.22K in Q1 2023. 324 funds tracked by Wall St. Rank hold MGC as of Q2 2023.

  • Slocum, Gordon & Co reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Slocum, Gordon & Co sold 36 Vanguard Morningstar Mega Cap ETF shares in Q2 2023, an estimated $5.22K.
  • Slocum, Gordon & Co first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and held it in 2 quarters.
  • Slocum, Gordon & Co's Vanguard Morningstar Mega Cap ETF position peaked at $5.22K in Q1 2023.
  • 324 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2023.

Based on Slocum, Gordon & Co's 13F filing for Q2 2023, filed 23 Oct 2023.