HFM
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Hartford Financial Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Hartford Financial 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
Q2 		– Sell
-250
Closed -$10K – 382
2021
Q1 		$10K Buy
+250
New +$10.3K ﹤0.01% 300

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CC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hartford Financial Management's MGK Position: Q2 2021 in Review

Hartford Financial Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2021, closing a stake of 250 shares — an estimated $10K sold.

Hartford Financial Management first reported a position in MGK in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 432 funds tracked by Wall St. Rank hold MGK as of Q2 2021.

  • Hartford Financial Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Hartford Financial Management sold 250 Vanguard Mega Cap Growth ETF shares in Q2 2021, an estimated $10K.
  • Hartford Financial Management first reported a position in Vanguard Mega Cap Growth ETF in Q1 2021 and held it in 1 quarter.
  • Hartford Financial Management's Vanguard Mega Cap Growth ETF position peaked at $10K in Q1 2021.
  • 432 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2021.

Based on Hartford Financial Management's 13F filing for Q2 2021, filed 27 Jul 2021.