CWP
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Capital Wealth Planning’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Capital Wealth Planning’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
2019
Q3 		– Sell
-11,990
Closed -$311K – 282
2019
Q2 		$311K Buy
+11,990
New +$305K 0.02% 178

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Wealth Planning's MGK Position: Q3 2019 in Review

Capital Wealth Planning sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2019, closing a stake of 11,990 shares — an estimated $311K sold.

Capital Wealth Planning first reported a position in MGK in Q2 2019 and held it in 1 quarter. The position peaked at $311K in Q2 2019. 229 funds tracked by Wall St. Rank hold MGK as of Q3 2019.

  • Capital Wealth Planning reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 11,990 Vanguard Mega Cap Growth ETF shares in Q3 2019, an estimated $311K.
  • Capital Wealth Planning first reported a position in Vanguard Mega Cap Growth ETF in Q2 2019 and held it in 1 quarter.
  • Capital Wealth Planning's Vanguard Mega Cap Growth ETF position peaked at $311K in Q2 2019.
  • 229 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2019.

Based on Capital Wealth Planning's 13F filing for Q3 2019, filed 12 Nov 2019.