WealthPLAN Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-36	Closed	-$5.63K	–	800
2023 Q2	$5.63K	Hold	36	–	–	﹤0.01%	883
2023 Q1	$5.15K	Buy	+36	New	+$4.98K	﹤0.01%	993
2016 Q3	$2.64K	Hold	36	–	–	﹤0.01%	824
2016 Q2	$2.57K	Buy	+36	New	+$2.55K	﹤0.01%	2190
2015 Q4	$2.51K	Buy	+36	New	+$2.52K	﹤0.01%	1462
2015 Q2	–	Sell	-36	Closed	-$3K	–	482
2015 Q1	$3K	Buy	+36	New	+$2.54K	﹤0.01%	467

Other funds holding MGC

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's MGC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2023, closing a stake of 36 shares — an estimated $5.63K sold.

WealthPLAN Partners first reported a position in MGC in Q1 2015 and held it in 6 quarters. The position peaked at $5.63K in Q2 2023. 328 funds tracked by Wall St. Rank hold MGC as of Q3 2023.

WealthPLAN Partners reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 36 Vanguard Morningstar Mega Cap ETF shares in Q3 2023, an estimated $5.63K.
WealthPLAN Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Vanguard Morningstar Mega Cap ETF position peaked at $5.63K in Q2 2023.
328 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.