Atticus Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Atticus Wealth Management’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	–	Sell	-145	Closed	-$6.65K	–	588
2023 Q3	$6.65K	Sell	145 -1,145	-89%	-$54K	﹤0.01%	439
2023 Q2	$60.8K	Sell	1,290 -1,305	-50%	-$56.2K	0.02%	242
2023 Q1	$106K	Buy	2,595 +325	+14%	+$12.3K	0.04%	166
2022 Q4	$78.1K	Sell	2,270 -695	-23%	-$24.9K	0.03%	203
2022 Q3	$108K	Hold	2,965	–	–	0.05%	159
2022 Q2	$108K	Sell	2,965 -845	-22%	-$34K	0.04%	177
2022 Q1	$179K	Sell	3,810 -13,820	-78%	-$640K	0.07%	151
2021 Q4	$920K	Buy	+17,630	New	+$893K	0.36%	45

Other funds holding MGK

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atticus Wealth Management's MGK Position: Q4 2023 in Review

Atticus Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2023, closing a stake of 145 shares — an estimated $6.65K sold.

Atticus Wealth Management first reported a position in MGK in Q4 2021 and held it in 8 quarters. The position peaked at $920K in Q4 2021. 675 funds tracked by Wall St. Rank hold MGK as of Q4 2023.

Atticus Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Atticus Wealth Management sold 145 Vanguard Mega Cap Growth ETF shares in Q4 2023, an estimated $6.65K.
Atticus Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and held it in 8 quarters.
Atticus Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $920K in Q4 2021.
675 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.