SWM
MGC icon

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

Southern 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
2021
Q4 		– Sell
-10,443
Closed -$1.59M – 57
2021
Q3 		$1.59M Hold
10,443
– – 0.47% 36
2021
Q2 		$1.65M Buy
10,443
+64
+0.6% +$9.46K 0.47% 36
2021
Q1 		$1.46M Hold
10,379
– – 0.48% 36
2020
Q4 		$1.39M Buy
10,379
+47
+0.5% +$5.94K 0.53% 34
2020
Q3 		$1.24M Buy
10,332
+78
+0.8% +$9.2K 0.46% 34
2020
Q2 		$1.12M Buy
10,254
+53
+0.5% +$5.48K 0.22% 34
2020
Q1 		$928K Hold
10,201
– – 0.19% 33
2019
Q4 		$1.14M Buy
+10,201
New +$1.09M 0.21% 30

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WCWM
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CB
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return