FWM
MGK icon

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

ForthRight 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
Q1 		– Sell
-500
Closed -$20K – 132
2020
Q4 		$20K Buy
+500
New +$19.4K 0.02% 93

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LNC
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Wells Fargo
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UBS Group
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ForthRight Wealth Management's MGK Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2021, closing a stake of 500 shares — an estimated $20K sold.

ForthRight Wealth Management first reported a position in MGK in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 407 funds tracked by Wall St. Rank hold MGK as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 500 Vanguard Mega Cap Growth ETF shares in Q1 2021, an estimated $20K.
  • ForthRight Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $20K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.