Ellevest Inc’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Ellevest Inc’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 Q3	–	Sell	-100	Closed	-$5K	–	1506
2021 Q2	$5K	Buy	+100	New	+$4.4K	﹤0.01%	900

Other funds holding MGK

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Ellevest Inc's MGK Position: Q3 2021 in Review

Ellevest Inc sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2021, closing a stake of 100 shares — an estimated $5K sold.

Ellevest Inc first reported a position in MGK in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 450 funds tracked by Wall St. Rank hold MGK as of Q3 2021.

Ellevest Inc reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Ellevest Inc sold 100 Vanguard Mega Cap Growth ETF shares in Q3 2021, an estimated $5K.
Ellevest Inc first reported a position in Vanguard Mega Cap Growth ETF in Q2 2021 and held it in 1 quarter.
Ellevest Inc's Vanguard Mega Cap Growth ETF position peaked at $5K in Q2 2021.
450 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2021.

Based on Ellevest Inc's 13F filing for Q3 2021, filed 19 Oct 2021.