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Ables Iannone Moore & Associates’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q1 		– Sell
-155
Closed -$8.04K – 194
2023
Q4 		$8.04K Buy
+155
New +$7.52K 0.01% 192

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ables Iannone Moore & Associates's MGK Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2024, closing a stake of 155 shares — an estimated $8.04K sold.

Ables Iannone Moore & Associates first reported a position in MGK in Q4 2023 and held it in 1 quarter. The position peaked at $8.04K in Q4 2023. 709 funds tracked by Wall St. Rank hold MGK as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 155 Vanguard Mega Cap Growth ETF shares in Q1 2024, an estimated $8.04K.
  • Ables Iannone Moore & Associates first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Vanguard Mega Cap Growth ETF position peaked at $8.04K in Q4 2023.
  • 709 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.