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

Evoke Wealth’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
2022 Q4	–	Sell	-1,970	Closed	-$69K	–	826
2022 Q3	$69K	Hold	1,970	–	–	﹤0.01%	472
2022 Q2	$72K	Hold	1,970	–	–	﹤0.01%	455
2022 Q1	$93K	Hold	1,970	–	–	﹤0.01%	444
2021 Q4	$103K	Hold	1,970	–	–	﹤0.01%	444
2021 Q3	$92K	Hold	1,970	–	–	﹤0.01%	438
2021 Q2	$91K	Buy	+1,970	New	+$86.7K	﹤0.01%	454
2019 Q4	–	Sell	-6,450	Closed	-$171K	–	1375
2019 Q3	$171K	Buy	+6,450	New	+$171K	0.02%	282

Other funds holding MGK

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Evoke Wealth's MGK Position: Q4 2022 in Review

Evoke Wealth sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2022, closing a stake of 1,970 shares — an estimated $69K sold.

Evoke Wealth first reported a position in MGK in Q3 2019 and held it in 7 quarters. The position peaked at $171K in Q3 2019. 490 funds tracked by Wall St. Rank hold MGK as of Q4 2022.

Evoke Wealth reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 1,970 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2022, an estimated $69K.
Evoke Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2019 and held it in 7 quarters.
Evoke Wealth's Vanguard Morningstar Mega Cap Growth ETF position peaked at $171K in Q3 2019.
490 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.