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Frazier Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Frazier Financial Advisors’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
2024
Q1 		– Sell
-55
Closed -$2.86K – 985
2023
Q4 		$2.86K Buy
+55
New +$2.67K ﹤0.01% 626

Other funds holding MGK

AssetMark Inc
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
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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Frazier Financial Advisors's MGK Position: Q1 2024 in Review

Frazier Financial Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2024, closing a stake of 55 shares — an estimated $2.86K sold.

Frazier Financial Advisors first reported a position in MGK in Q4 2023 and held it in 1 quarter. The position peaked at $2.86K in Q4 2023. 709 funds tracked by Wall St. Rank hold MGK as of Q1 2024.

  • Frazier Financial Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 55 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2024, an estimated $2.86K.
  • Frazier Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Frazier Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.86K in Q4 2023.
  • 709 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2024.

Based on Frazier Financial Advisors's 13F filing for Q1 2024, filed 13 May 2024.