WWM
MGC icon

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

Western 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
2024
Q4 		– Sell
-1,117
Closed -$231K – 715
2024
Q3 		$231K Hold
1,117
– – 0.01% 677
2024
Q2 		$220K Hold
1,117
– – 0.02% 602
2024
Q1 		$209K Buy
+1,117
New +$199K 0.02% 616
2022
Q4 		– Sell
-2,227
Closed -$278K – 727
2022
Q3 		$278K Hold
2,227
– – 0.02% 654
2022
Q2 		$294K Buy
2,227
+1
+0% +$143 0.02% 621
2022
Q1 		$354K Buy
+2,226
New +$349K 0.02% 620
2020
Q4 		– Sell
-1,679
Closed -$201K – 483
2020
Q3 		$201K Buy
+1,679
New +$198K 0.03% 415
2019
Q3 		– Sell
-2,079
Closed -$211K – 407
2019
Q2 		$211K Hold
2,079
– – 0.03% 377
2019
Q1 		$203K Buy
+2,079
New +$196K 0.05% 363

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return