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Atlas Private Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Atlas Private Wealth Advisors’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
2020
Q3 		– Sell
-850
Closed -$28K – 703
2020
Q2 		$28K Buy
+850
New +$25.4K 0.02% 276

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AIA
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Bank of America
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CC
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Morgan Stanley
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Envestnet Asset Management
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PNC Financial Services Group
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LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return