TIAM2
MGC icon

Tru Independence Asset Management 2’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Tru Independence Asset Management 2’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
-1,633
Closed -$215K – 78
2022
Q2 		$215K Sell
1,633
-147
-8% -$21K 0.18% 60
2022
Q1 		$283K Sell
1,780
-463
-21% -$72.6K 0.16% 72
2021
Q4 		$377K Buy
2,243
+14
+0.6% +$2.28K 0.2% 84
2021
Q3 		$340K Hold
2,229
– – 0.24% 75
2021
Q2 		$339K Buy
2,229
+7
+0.3% +$1.03K 0.23% 86
2021
Q1 		$312K Sell
2,222
-138
-6% -$18.9K 0.25% 81
2020
Q4 		$315K Buy
+2,360
New +$298K 0.27% 77

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