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Carolina Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Carolina Wealth Advisors’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
2020
Q1 		– Sell
-515
Closed -$15K – 193
2019
Q4 		$15K Buy
+515
New +$14.2K 0.01% 112

Other funds holding MGK

AssetMark Inc
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carolina Wealth Advisors's MGK Position: Q1 2020 in Review

Carolina Wealth Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2020, closing a stake of 515 shares — an estimated $15K sold.

Carolina Wealth Advisors first reported a position in MGK in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 272 funds tracked by Wall St. Rank hold MGK as of Q1 2020.

  • Carolina Wealth Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Carolina Wealth Advisors sold 515 Vanguard Mega Cap Growth ETF shares in Q1 2020, an estimated $15K.
  • Carolina Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Carolina Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $15K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2020.

Based on Carolina Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.