Diversified’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Diversified’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
2021 Q1	–	Sell	-570	Closed	-$21K	–	233
2020 Q4	$21K	Buy	+570	New	+$22.1K	0.02%	244

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Diversified's MGK Position: Q1 2021 in Review

Diversified sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2021, closing a stake of 570 shares — an estimated $21K sold.

Diversified first reported a position in MGK in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 407 funds tracked by Wall St. Rank hold MGK as of Q1 2021.

Diversified reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
Diversified sold 570 Vanguard Mega Cap Growth ETF shares in Q1 2021, an estimated $21K.
Diversified first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and held it in 1 quarter.
Diversified's Vanguard Mega Cap Growth ETF position peaked at $21K in Q4 2020.
407 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.