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1834 Investment Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

1834 Investment Advisors’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-500
Closed -$23K – 504
2021
Q2 		$23K Hold
500
– – ﹤0.01% 347
2021
Q1 		$21K Sell
500
-775
-61% -$31.9K ﹤0.01% 321
2020
Q4 		$52K Hold
1,275
– – 0.01% 263
2020
Q3 		$47K Buy
+1,275
New +$45.9K 0.01% 265

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1834 Investment Advisors's MGK Position: Q3 2021 in Review

1834 Investment Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2021, closing a stake of 500 shares — an estimated $23K sold.

1834 Investment Advisors first reported a position in MGK in Q3 2020 and held it in 4 quarters. The position peaked at $52K in Q4 2020. 450 funds tracked by Wall St. Rank hold MGK as of Q3 2021.

  • 1834 Investment Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • 1834 Investment Advisors sold 500 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2021, an estimated $23K.
  • 1834 Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and held it in 4 quarters.
  • 1834 Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $52K in Q4 2020.
  • 450 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.