Highlander Capital Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Highlander Capital 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
2024 Q1	–	Sell	-300	Closed	-$15.6K	–	968
2023 Q4	$15.6K	Sell	300 -1,000	-77%	-$48.5K	0.01%	619
2023 Q3	$59K	Sell	1,300 -700	-35%	-$33K	0.02%	351
2023 Q2	$94K	Hold	2,000	–	–	0.04%	247
2023 Q1	$82K	Hold	2,000	–	–	0.04%	256
2022 Q4	$69K	Hold	2,000	–	–	0.04%	260
2022 Q3	$70K	Hold	2,000	–	–	0.04%	243
2022 Q2	$73K	Hold	2,000	–	–	0.04%	245
2022 Q1	$94K	Hold	2,000	–	–	0.04%	225
2021 Q4	$104K	Hold	2,000	–	–	0.05%	210
2021 Q3	$94K	Buy	+2,000	New	+$96.7K	0.05%	217

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Highlander Capital Management's MGK Position: Q1 2024 in Review

Highlander Capital Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2024, closing a stake of 300 shares — an estimated $15.6K sold.

Highlander Capital Management first reported a position in MGK in Q3 2021 and held it in 10 quarters. The position peaked at $104K in Q4 2021. 709 funds tracked by Wall St. Rank hold MGK as of Q1 2024.

Highlander Capital Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Highlander Capital Management sold 300 Vanguard Mega Cap Growth ETF shares in Q1 2024, an estimated $15.6K.
Highlander Capital Management first reported a position in Vanguard Mega Cap Growth ETF in Q3 2021 and held it in 10 quarters.
Highlander Capital Management's Vanguard Mega Cap Growth ETF position peaked at $104K in Q4 2021.
709 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.