Iron Gate Global Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Iron Gate Global Advisors’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	-6,050	Closed	-$314K	–	104
2023 Q4	$314K	Hold	6,050	–	–	0.06%	71
2023 Q3	$274K	Sell	6,050 -260	-4%	-$12.3K	0.06%	70
2023 Q2	$297K	Hold	6,310	–	–	0.06%	71
2023 Q1	$258K	Sell	6,310 -410	-6%	-$15.5K	0.06%	72
2022 Q4	$231K	Sell	6,720 -20	-0.3%	-$716	0.06%	75
2022 Q3	$235K	Hold	6,740	–	–	0.07%	70
2022 Q2	$244K	Sell	6,740 -220	-3%	-$8.85K	0.07%	76
2022 Q1	$327K	Sell	6,960 -250	-3%	-$11.6K	0.07%	70
2021 Q4	$374K	Sell	7,210 -80	-1%	-$4.05K	0.09%	70
2021 Q3	$342K	Hold	7,290	–	–	0.09%	75
2021 Q2	$337K	Buy	7,290 +1,970	+37%	+$86.7K	0.09%	76
2021 Q1	$220K	Sell	5,320 -4,930	-48%	-$203K	0.07%	89
2020 Q4	$417K	Sell	10,250 -1,560	-13%	-$60.4K	0.15%	59
2020 Q3	$437K	Sell	11,810 -3,380	-22%	-$122K	0.18%	58
2020 Q2	$497K	Buy	+15,190	New	+$453K	0.24%	49

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Iron Gate Global Advisors's MGK Position: Q1 2024 in Review

Iron Gate Global Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2024, closing a stake of 6,050 shares — an estimated $314K sold.

Iron Gate Global Advisors first reported a position in MGK in Q2 2020 and held it in 15 quarters. The position peaked at $497K in Q2 2020. 709 funds tracked by Wall St. Rank hold MGK as of Q1 2024.

Iron Gate Global Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Iron Gate Global Advisors sold 6,050 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2024, an estimated $314K.
Iron Gate Global Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and held it in 15 quarters.
Iron Gate Global Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $497K in Q2 2020.
709 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2024.

Based on Iron Gate Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.