Bedel Financial Consulting’s Vanguard 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	–	879
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 $49B AUM 17.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return