BMWM
MGK icon

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

Brown Miller 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
2022
Q4 		– Sell
-8,470
Closed -$295K – 123
2022
Q3 		$295K Buy
+8,470
New +$333K 0.21% 92

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Morgan Stanley
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LNC
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brown Miller Wealth Management's MGK Position: Q4 2022 in Review

Brown Miller Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2022, closing a stake of 8,470 shares — an estimated $295K sold.

Brown Miller Wealth Management first reported a position in MGK in Q3 2022 and held it in 1 quarter. The position peaked at $295K in Q3 2022. 490 funds tracked by Wall St. Rank hold MGK as of Q4 2022.

  • Brown Miller Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Brown Miller Wealth Management sold 8,470 Vanguard Mega Cap Growth ETF shares in Q4 2022, an estimated $295K.
  • Brown Miller Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Brown Miller Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $295K in Q3 2022.
  • 490 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2022.

Based on Brown Miller Wealth Management's 13F filing for Q4 2022, filed 12 Jan 2023.