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InterOcean Capital Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

InterOcean Capital Group’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
2023
Q4 		– Sell
-16,340
Closed -$742K – 491
2023
Q3 		$742K Buy
+16,340
New +$771K 0.02% 222

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InterOcean Capital Group's MGK Position: Q4 2023 in Review

InterOcean Capital Group sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2023, closing a stake of 16,340 shares — an estimated $742K sold.

InterOcean Capital Group first reported a position in MGK in Q3 2023 and held it in 1 quarter. The position peaked at $742K in Q3 2023. 675 funds tracked by Wall St. Rank hold MGK as of Q4 2023.

  • InterOcean Capital Group reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • InterOcean Capital Group sold 16,340 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2023, an estimated $742K.
  • InterOcean Capital Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • InterOcean Capital Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $742K in Q3 2023.
  • 675 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2023.

Based on InterOcean Capital Group's 13F filing for Q4 2023, filed 9 Feb 2024.