EWM
MGK icon

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

EPG 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
2021
Q3 		– Sell
-6,510
Closed -$301K – 378
2021
Q2 		$301K Buy
+6,510
New +$286K 0.13% 149
2020
Q2 		– Sell
-1,630
Closed -$41K – 522
2020
Q1 		$41K Hold
1,630
– – 0.03% 308
2019
Q4 		$47K Buy
+1,630
New +$45K 0.03% 243

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EPG Wealth Management's MGK Position: Q3 2021 in Review

EPG Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2021, closing a stake of 6,510 shares — an estimated $301K sold.

EPG Wealth Management first reported a position in MGK in Q4 2019 and held it in 3 quarters. The position peaked at $301K in Q2 2021. 450 funds tracked by Wall St. Rank hold MGK as of Q3 2021.

  • EPG Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • EPG Wealth Management sold 6,510 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2021, an estimated $301K.
  • EPG Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2019 and held it in 3 quarters.
  • EPG Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $301K in Q2 2021.
  • 450 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2021.

Based on EPG Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.