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James Reed Financial Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

James Reed Financial Services’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
Q1 		– Sell
-545
Closed -$28K – 110
2021
Q4 		$28K Buy
+545
New +$27.6K 0.03% 65

Other funds holding MGK

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

James Reed Financial Services's MGK Position: Q1 2022 in Review

James Reed Financial Services sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2022, closing a stake of 545 shares — an estimated $28K sold.

James Reed Financial Services first reported a position in MGK in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 526 funds tracked by Wall St. Rank hold MGK as of Q1 2022.

  • James Reed Financial Services reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 545 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2022, an estimated $28K.
  • James Reed Financial Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $28K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.