Investors Asset Management of Georgia’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Investors Asset Management of Georgia’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
2022 Q4	–	Sell	-290	Closed	-$10K	–	385
2022 Q3	$10K	Hold	290	–	–	0.01%	463
2022 Q2	$11K	Buy	+290	New	+$11.7K	0.01%	392

Other funds holding MGK

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 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 $3.91B AUM 14.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Investors Asset Management of Georgia's MGK Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2022, closing a stake of 290 shares — an estimated $10K sold.

Investors Asset Management of Georgia first reported a position in MGK in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 490 funds tracked by Wall St. Rank hold MGK as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 290 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2022, an estimated $10K.
Investors Asset Management of Georgia first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Vanguard Morningstar Mega Cap Growth ETF position peaked at $11K in Q2 2022.
490 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.