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Albion Financial Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Albion Financial Group’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
2023
Q1 		– Sell
-25
Closed -$860 – 470
2022
Q4 		$860 Buy
+25
New +$895 ﹤0.01% 435

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Morgan Stanley
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LNC
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Albion Financial Group's MGK Position: Q1 2023 in Review

Albion Financial Group sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2023, closing a stake of 25 shares — an estimated $860 sold.

Albion Financial Group first reported a position in MGK in Q4 2022 and held it in 1 quarter. The position peaked at $860 in Q4 2022. 541 funds tracked by Wall St. Rank hold MGK as of Q1 2023.

  • Albion Financial Group reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Albion Financial Group sold 25 Vanguard Mega Cap Growth ETF shares in Q1 2023, an estimated $860.
  • Albion Financial Group first reported a position in Vanguard Mega Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Albion Financial Group's Vanguard Mega Cap Growth ETF position peaked at $860 in Q4 2022.
  • 541 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2023.

Based on Albion Financial Group's 13F filing for Q1 2023, filed 18 Apr 2023.