AMR
MGK icon

Asset Management Resources’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Asset Management Resources’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
Q4 		$5.18M Sell
99,795
-22,360
-18% -$1.08M 2.95% 10
2023
Q3 		$5.54M Sell
122,155
-51,805
-30% -$2.44M 3.44% 8
2023
Q2 		$8.19M Buy
173,960
+7,390
+4% +$318K 4.98% 5
2023
Q1 		$6.81M Buy
+166,570
New +$6.31M 4.34% 6
2022
Q4 		– Sell
-133,480
Closed -$4.65M – 53
2022
Q3 		$4.65M Buy
133,480
+20,845
+19% +$821K 4.55% 7
2022
Q2 		$4.09M Sell
112,635
-32,955
-23% -$1.33M 3.48% 10
2022
Q1 		$6.85M Buy
145,590
+81,860
+128% +$3.79M 5.54% 7
2021
Q4 		$3.32M Buy
+63,730
New +$3.23M 2.91% 9

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return