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CarsonAllaria Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

CarsonAllaria 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
Q1 		– Sell
-145
Closed -$8K – 346
2021
Q4 		$8K Buy
+145
New +$7.34K 0.01% 226

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Morgan Stanley
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Envestnet Asset Management
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LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CarsonAllaria Wealth Management's MGK Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2022, closing a stake of 145 shares — an estimated $8K sold.

CarsonAllaria Wealth Management first reported a position in MGK in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 526 funds tracked by Wall St. Rank hold MGK as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 145 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2022, an estimated $8K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $8K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.