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Idaho Trust Bank’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Idaho Trust Bank’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
Q2 		– Sell
-101,355
Closed -$5.81M – 110
2024
Q1 		$5.81M Buy
+101,355
New +$5.59M 5.61% 3

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LNC
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Wells Fargo
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AIA
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UBS Group
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Idaho Trust Bank's MGK Position: Q2 2024 in Review

Idaho Trust Bank sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2024, closing a stake of 101,355 shares — an estimated $5.81M sold.

Idaho Trust Bank first reported a position in MGK in Q1 2024 and held it in 1 quarter. The position peaked at $5.81M in Q1 2024. 736 funds tracked by Wall St. Rank hold MGK as of Q2 2024.

  • Idaho Trust Bank reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 101,355 Vanguard Mega Cap Growth ETF shares in Q2 2024, an estimated $5.81M.
  • Idaho Trust Bank first reported a position in Vanguard Mega Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's Vanguard Mega Cap Growth ETF position peaked at $5.81M in Q1 2024.
  • 736 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.