DI
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Disciplined Investments’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-285
Closed -$13.4K – 968
2023
Q2 		$13.4K Sell
285
-50
-15% -$2.15K 0.01% 306
2023
Q1 		$13.7K Hold
335
– – 0.01% 332
2022
Q4 		$11.5K Hold
335
– – 0.01% 312
2022
Q3 		$12K Hold
335
– – 0.01% 355
2022
Q2 		$12K Hold
335
– – 0.01% 363
2022
Q1 		$16K Sell
335
-110
-25% -$5.09K 0.01% 355
2021
Q4 		$23K Hold
445
– – 0.01% 294
2021
Q3 		$21K Buy
+445
New +$21.5K 0.01% 267
2020
Q4 		– Sell
-455
Closed -$17K – 375
2020
Q3 		$17K Sell
455
-65
-13% -$2.34K 0.01% 229
2020
Q2 		$17K Hold
520
– – 0.01% 244
2020
Q1 		$13K Hold
520
– – 0.01% 255
2019
Q4 		$15K Buy
+520
New +$14.4K 0.01% 266

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return