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AdvicePeriod’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

AdvicePeriod’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
2018
Q2 		– Sell
-9,905
Closed -$222K – 69
2018
Q1 		$222K Hold
9,905
– – 0.04% 68
2017
Q4 		$221K Buy
+9,905
New +$216K 0.04% 67

Other funds holding MGK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AdvicePeriod's MGK Position: Q2 2018 in Review

AdvicePeriod sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2018, closing a stake of 9,905 shares — an estimated $222K sold.

AdvicePeriod first reported a position in MGK in Q4 2017 and held it in 2 quarters. The position peaked at $222K in Q1 2018. 198 funds tracked by Wall St. Rank hold MGK as of Q2 2018.

  • AdvicePeriod reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2018 after selling out during the quarter.
  • AdvicePeriod sold 9,905 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2018, an estimated $222K.
  • AdvicePeriod first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2017 and held it in 2 quarters.
  • AdvicePeriod's Vanguard Morningstar Mega Cap Growth ETF position peaked at $222K in Q1 2018.
  • 198 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2018.

Based on AdvicePeriod's 13F filing for Q2 2018, filed 10 Aug 2018.