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

FFT 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
2022 Q2	–	Sell	-37,325	Closed	-$1.76M	–	55
2022 Q1	$1.76M	Buy	37,325 +40	+0.1%	+$1.85K	0.17%	28
2021 Q4	$1.94M	Hold	37,285	–	–	0.17%	27
2021 Q3	$1.75M	Hold	37,285	–	–	0.17%	28
2021 Q2	$1.73M	Hold	37,285	–	–	0.39%	15
2021 Q1	$1.54M	Sell	37,285 -12,710	-25%	-$524K	0.51%	15
2020 Q4	$2.04M	Buy	+49,995	New	+$1.94M	0.7%	15

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

FFT Wealth Management's MGK Position: Q2 2022 in Review

FFT Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2022, closing a stake of 37,325 shares — an estimated $1.76M sold.

FFT Wealth Management first reported a position in MGK in Q4 2020 and held it in 6 quarters. The position peaked at $2.04M in Q4 2020. 494 funds tracked by Wall St. Rank hold MGK as of Q2 2022.

FFT Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
FFT Wealth Management sold 37,325 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2022, an estimated $1.76M.
FFT Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and held it in 6 quarters.
FFT Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.04M in Q4 2020.
494 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2022.

Based on FFT Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.