Bedel Financial Consulting’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-50	Closed	-$2K	–	600
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	886
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	847
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	889
2021 Q2	$2K	Buy	+50	New	+$2.2K	﹤0.01%	891
2020 Q2	–	Sell	-3,140	Closed	-$80K	–	877
2020 Q1	$80K	Hold	3,140	–	–	0.05%	209
2019 Q4	$91K	Hold	3,140	–	–	0.05%	220
2019 Q3	$83K	Hold	3,140	–	–	0.05%	223
2019 Q2	$81K	Hold	3,140	–	–	0.05%	224
2019 Q1	$78K	Hold	3,140	–	–	0.05%	216
2018 Q4	$67K	Hold	3,140	–	–	0.05%	221
2018 Q3	$76K	Hold	3,140	–	–	0.05%	223
2018 Q2	$75K	Hold	3,140	–	–	0.06%	220
2018 Q1	$70K	Buy	+3,140	New	+$72.9K	0.05%	234

Other funds holding MGK

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bedel Financial Consulting's MGK Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2022, closing a stake of 50 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in MGK in Q1 2018 and held it in 13 quarters. The position peaked at $91K in Q4 2019. 494 funds tracked by Wall St. Rank hold MGK as of Q2 2022.

Bedel Financial Consulting reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 50 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2022, an estimated $2K.
Bedel Financial Consulting first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2018 and held it in 13 quarters.
Bedel Financial Consulting's Vanguard Morningstar Mega Cap Growth ETF position peaked at $91K in Q4 2019.
494 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.