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

Baker Tilly 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
Q1 		– Sell
-11,260
Closed -$388K – 563
2022
Q4 		$388K Buy
+11,260
New +$403K 0.05% 389

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LNC
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Wellington Management Group
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UBS Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baker Tilly Wealth Management's MGK Position: Q1 2023 in Review

Baker Tilly Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2023, closing a stake of 11,260 shares — an estimated $388K sold.

Baker Tilly Wealth Management first reported a position in MGK in Q4 2022 and held it in 1 quarter. The position peaked at $388K in Q4 2022. 541 funds tracked by Wall St. Rank hold MGK as of Q1 2023.

  • Baker Tilly Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 11,260 Vanguard Mega Cap Growth ETF shares in Q1 2023, an estimated $388K.
  • Baker Tilly Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $388K in Q4 2022.
  • 541 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.