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

Destination 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
2019 Q3	–	Sell	-500	Closed	-$13K	–	357
2019 Q2	$13K	Hold	500	–	–	﹤0.01%	416
2019 Q1	$12K	Hold	500	–	–	﹤0.01%	441
2018 Q4	$11K	Hold	500	–	–	﹤0.01%	397
2018 Q3	$13K	Buy	+500	New	+$12.5K	﹤0.01%	441
2018 Q2	–	Sell	-1,305	Closed	-$29K	–	599
2018 Q1	$29K	Buy	+1,305	New	+$30.3K	﹤0.01%	306

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Destination Wealth Management's MGK Position: Q3 2019 in Review

Destination Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2019, closing a stake of 500 shares — an estimated $13K sold.

Destination Wealth Management first reported a position in MGK in Q1 2018 and held it in 5 quarters. The position peaked at $29K in Q1 2018. 229 funds tracked by Wall St. Rank hold MGK as of Q3 2019.

Destination Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 500 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2019, an estimated $13K.
Destination Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2018 and held it in 5 quarters.
Destination Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $29K in Q1 2018.
229 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.