American Economic Planning Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

American Economic Planning 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
2019 Q3	–	Sell	-8,320	Closed	-$215K	–	93
2019 Q2	$215K	Hold	8,320	–	–	0.06%	86
2019 Q1	$207K	Buy	+8,320	New	+$195K	0.06%	85
2018 Q4	–	Sell	-8,320	Closed	-$213K	–	82
2018 Q3	$213K	Buy	+8,320	New	+$208K	0.08%	70
2018 Q1	–	Sell	-16,680	Closed	-$371K	–	83
2017 Q4	$371K	Sell	16,680 -2,085	-11%	-$45.4K	0.14%	53
2017 Q3	$393K	Hold	18,765	–	–	0.15%	46
2017 Q2	$376K	Sell	18,765 -2,440	-12%	-$48.3K	0.15%	47
2017 Q1	$406K	Hold	21,205	–	–	0.16%	41
2016 Q4	$369K	Buy	21,205 +2,535	+14%	+$43.9K	0.16%	34
2016 Q3	$328K	Hold	18,670	–	–	0.13%	40
2016 Q2	$312K	Buy	+18,670	New	+$311K	0.13%	39

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Economic Planning Group's MGK Position: Q3 2019 in Review

American Economic Planning Group sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2019, closing a stake of 8,320 shares — an estimated $215K sold.

American Economic Planning Group first reported a position in MGK in Q2 2016 and held it in 10 quarters. The position peaked at $406K in Q1 2017. 229 funds tracked by Wall St. Rank hold MGK as of Q3 2019.

American Economic Planning Group reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
American Economic Planning Group sold 8,320 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2019, an estimated $215K.
American Economic Planning Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2016 and held it in 10 quarters.
American Economic Planning Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $406K in Q1 2017.
229 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.