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WR Wealth Planners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

WR Wealth Planners’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
Q3 		– Sell
-40
Closed -$7.89K – 1185
2024
Q2 		$7.89K Sell
40
-20
-33% -$3.76K ﹤0.01% 642
2024
Q1 		$11.2K Buy
+60
New +$10.7K ﹤0.01% 577
2023
Q1 		– Sell
-83
Closed -$11K – 946
2022
Q4 		$11K Hold
83
– – 0.01% 257
2022
Q3 		$10.4K Hold
83
– – 0.01% 259
2022
Q2 		$10.9K Buy
+83
New +$11.9K 0.01% 274

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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

WR Wealth Planners's MGC Position: Q3 2024 in Review

WR Wealth Planners sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2024, closing a stake of 40 shares — an estimated $7.89K sold.

WR Wealth Planners first reported a position in MGC in Q2 2022 and held it in 5 quarters. The position peaked at $11.2K in Q1 2024. 425 funds tracked by Wall St. Rank hold MGC as of Q3 2024.

  • WR Wealth Planners reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 40 Vanguard Morningstar Mega Cap ETF shares in Q3 2024, an estimated $7.89K.
  • WR Wealth Planners first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2022 and held it in 5 quarters.
  • WR Wealth Planners's Vanguard Morningstar Mega Cap ETF position peaked at $11.2K in Q1 2024.
  • 425 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.